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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$18,796,553J 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... 276,101 276,101 276,101
5a Gross rents............ 100,000 100,000 100,000
b Net rental income or (loss) 75,231
6a Net gain or (loss) from sale of assets not on line 10 289,498
b Gross sales price for all assets on line 6a 2,279,353
7 Capital gain net income (from Part IV, line 2)... 300,020
8 Net short-term capital gain.........  
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........ 665,599 676,121 376,101
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 9,650 9,650 9,650  
c Other professional fees (attach schedule).... Click to see attachment 59,105 59,105 59,105  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,631 6,131 6,131 500
19 Depreciation (attach schedule) and depletion... Click to see attachment 24,769 24,769 24,769
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,672      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 75 75 75  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 150,902 99,730 99,730 30,500
25 Contributions, gifts, grants paid....... 898,000 898,000
26 Total expenses and disbursements. Add lines 24 and 25 1,048,902 99,730 99,730 928,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -383,303
b Net investment income (if negative, enter -0-) 576,391
c Adjusted net income (if negative, enter -0-)... 276,371
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 504,099 229,606 229,606
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.......... 71 71  
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 12,827,748 Click to see attachment13,728,947 13,728,947
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,185,868
Less: accumulated depreciation (attach schedule) bullet732,712 477,925 Click to see attachment453,156 4,838,000
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) 13,809,843 14,411,780 18,796,553
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 13,809,843 14,411,780
29 Total net assets or fund balances (see instructions)..... 13,809,843 14,411,780
30 Total liabilities and net assets/fund balances (see instructions). 13,809,843 14,411,780
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,809,843
2
Enter amount from Part I, line 27a .....................
2
-383,303
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
985,240
4
Add lines 1, 2, and 3 ..........................
4
14,411,780
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,411,780
Form 990-PF (2020)
Form 990-PF (2020)
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 Short Term Reported P 2019-12-31 2020-12-31
b Long-term Reported P 2019-12-30 2020-12-31
c 150 Adobe Inc P 2008-03-27 2020-12-31
d 200 Analog Devices P 1992-01-10 2020-02-18
e 500 Church & Dwight Co. P 2004-12-29 2020-02-18
750 Dover Corp P 1994-10-24 2020-12-03
500 Fiserv Inc. P 2000-12-04 2020-12-03
100 Novartis A G Spon ADR P 2007-03-28 2020-01-28
100 Pepsico Inc P 2002-12-01 2020-12-03
2600 Realty Income Corp P 2019-12-30 2020-12-31
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 952,946   1,061,760 -108,814
b 865,295   838,498 26,797
c 55,660   5,415 50,245
d 23,440   330 23,110
e 40,201   4,174 36,027
91,633   6,734 84,899
59,162   4,534 54,628
9,507   4,970 4,537
14,410   4,360 10,050
153,486   48,558 104,928
      13,613
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       -108,814
b       26,797
c       50,245
d       23,110
e       36,027
      84,899
      54,628
      4,537
      10,050
      104,928
       
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 2 300,020
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 -108,814
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 8,012
c All other domestic foundations enter 1.39% 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 8,012
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 8,012
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 19,009
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,009
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 10,997
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet10,997 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 the instructions
for the 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
 
 
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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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
     
     
    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 2020 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 2020.)..................
    3b
     
     
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
     
    .........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
     
     
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    12,690,652
    b
    Average of monthly cash balances.......................
    1b
    319,382
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,838,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,848,034
    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
    17,848,034
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    267,721
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,580,313
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    879,016
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    879,016
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,012
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,012
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    871,004
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    871,004
    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
    871,004
    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
    928,500
    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
    928,500
    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
    928,500
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 871,004
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 63,167
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 928,500
    a Applied to 2019, but not more than line 2a 63,167
    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 2020 distributable amount..... 865,333
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		5,671
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    Connecticut College
    270 Mohegan Ave
    New London,CT06320     		NONE PC Ann C Wheeler Endowment 1,000
    Johnson Wales University
    8 Abbott Park Place
    Providence,RI02903     		NONE PC Scholarship 2,000
    Minnesota State University
    228 Wieking Center
    Mankato,MN56001     		NONE PC UNRESTRICTED 2,000
    DUCKS UNLIMITED
    One Waterfowl Way
    Memphis,TN38120     		NONE Public UNRESTRICTED 30,000
    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 20,000
    Westport River Watershed Alliance
    1151 Main Road
    Westport,MA02790     		NONE Public UNRESTRICTED 10,000
    FRONTIER NURSING
    195 School Street
    Hyden,KY41749     		NONE PRVT UNRESTRICTED 25,000
    Minnesota State Horticultural Socie
    2705 Lincoln Dr
    Roseville,MN55113     		NONE Public UNRESTRICTED 1,000
    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, $10,000 each 20,000
    Perkins School for the Blind
    175 N Beacon St
    Watertown,MA02472     		NONE Public UNRESTRICTED 25,000
    Alice Lloyd College
    100 Purpose Road
    Pippa Passes,KY41844     		NONE PC UNRESTRICTED 45,000
    Fred Hutchinson Cancer Research Cen
    1100 Fairview Ave N
    Seattle,WA98109     		NONE Public UNRESTRICTED 40,000
    BOWDOIN COLLEGE
    5000 South St
    Brunswick,ME04011     		NONE PRVT UNRESTRICTED 2,500
    TABOR ACADEMY
    Front Street
    Marion,MA02738     		NONE PC 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
    Minnesota Landscape Arboretum Found
    3675 Arboretum Drive
    Chaska,MN55318     		None Public Unrestricted 33,900
    Pamela Katten Foundation
    525 W Monroe
    Chicago,IL60661     		None PRVT Unrestricted 500
    Massachusetts Audubon Society
    208 S Great Road
    Lincoln,MA01773     		None Public Allen's Pond Sanctuary $15,000 Wellfleet Bay Wildlife Sanctuary - $10,000 25,000
    BLITHEWOLD INC
    101 Ferry Road
    Bristol,RI02809     		None Public Unrestricted 25,000
    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
    New England Aquarium
    1 Central Wharf
    Boston,MA02110     		None PC Unrestricted 10,000
    Nativity Preparatory School
    1515 Linden St
    Wilmington,DE19805     		None PRVT Unrestricted 20,000
    Community Foundation of Southeaster
    128 Union Street 403
    New Bedford,MA02740     		None PC Unrestricted 25,000
    University of Massachusetts Amherst
    134 Hicks Way
    Amherst,MA01003     		None PC Scholarship 2,000
    University of Minnesota
    200 Oak Street SE Suite 500
    Minneapolis,MN55455     		None PC Scholarship 10,000
    University of Minnesota Foundation
    1365 Gortner Avenue
    St Paul,MN55108     		None Public Scholarship 88,500
    Dana Hall School
    45 Dana Road
    Wellesley,MA02482     		None PC Unrestricted 1,000
    InStride Therapy Inc
    1629 Ranch Rd
    Nokomis,FL34275     		None PC Unrestricted 20,000
    Elizabeth Taber Library
    8 Spring Street
    Marion,MA02738     		None PC Unrestricted 250
    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 5,000
    Hmong American Farmers Association
    941 Lafond Avenue West Suite 100
    Saint Paul,MN55104     		None PC Unrestricted 1,400
    Missions Inc
    3409 East Medicine Lake Blvd
    Plymouth,MN55441     		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 1,000
    Bristol County Sheriff's Office
    400 Faunce Corner
    N Dartmouth,MA02747     		None PC K-9 Unit 2,000
    Chaska Historical Society
    112 W 4th St
    Chaska,MN55318     		None PC Unrestricted 200
    Odie's Place Animal Rescue
    PO Box 87125
    Dartmouth,MA02748     		None GOV Animal Control Fund 2,000
    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 25,000
    Animal Rescue League of Fall River
    474 Durfee Street
    Fall River,MA02720     		None PC In support of League's 2017 use 30,000
    Open Arms of Minnesota
    2500 Bloomington Ave
    Minneapolis,MN55404     		None PC Unrestricted 4,000
    Care Ring Inc
    601 5th Street Suite 140
    Charlotte,NC28202     		None PC Unrestricted 1,500
    NAMI New Hampshire
    85 North State Street
    Concord,NH03301     		None PC Unrestricted 1,500
    Northeastern University
    360 Huntington Avenue
    Boston,MA02115     		None PRVT Scholarship 1,000
    University of Maine
    168 College Avenue
    Orono,ME04469     		None PRVT Scholarship 1,000
    Easterseals of Southwest Florida
    350 Braden Avenue
    Sarasota,FL34243     		None PC Unrestricted 10,000
    Lloyd Center for the Environment
    430 Potomska Road
    South Dartmouth,MA02748     		None PC Unrestricted 15,000
    Clinic for the Rehabilitation of Wi
    3883 Sanibel Captiva Road
    Sanibel,FL33957     		None PC Unrestricted 5,000
    Audobon Minnesota
    2355 Highway 36 West Suite 400
    Roseville,MN55113     		None PC Unrestricted 10,000
    EVkids Inc
    218 Adams Street
    Boston,MA02122     		None PC Unrestricted 5,000
    SouthCoast Community Foundation
    128 Union Street 403
    New Bedford,MA02740     		None PC Unrestricted 51,000
    Meeting Street
    1000 Edy Street 4739
    Providence,RI02905     		None PC The Schwartz School 15,000
    Brigham Women's Hospital
    75 Francis Street
    Boston,MA02115     		None PC Tai Chi Mind Body Program 11,000
    Damien's Place The Family Pantry
    3065 Cranberry Hwy B20
    East Wareham,MA02538     		None PC Unrestricted 20,000
    ICA Food Shelf
    12990 St Davids Road
    Minnetonka,MN55305     		None PC Unrestricted 10,000
    Trustees of Tufts University
    419 Boston AveBallou Hall 4th Flr
    Medford,MA02155     		None PRVT Unrestricted 10,000
    Fairhaven Animal Shelter
    200 Bridge Street
    Fairhaven,MA02719     		None PC Unrestricted 9,000
    America's VetDogs
    371 East Hericho Turnpike
    Smithtown,NY11787     		None PC Unrestricted 35,000
    Our Sisters' School
    145 Brownell Avenue
    New Bedford,MA02740     		None PC Unrestricted 15,000
    Cross Services
    12915 Weinand Circle
    Rogers,MN55374     		None PC Unrestricted 7,000
    Minnesota Adult Teen Challenge
    740 E 24th Street
    Minneapolis,MN55404     		None PC Unrestricted 2,000
    Oceanities Inc
    3292 Arcadia Place NW
    Washington,DC20015     		None PC Unrestricted 3,000
    Saving the Survivors
    Postnet Box 99 Private Bag X9
    Karenpark,Gauteng0118
    SF     		None PC Unrestricted 1,000
    Intern'l Anti-Poaching Foundation
    1655 N Fort Myer Drive 700
    Arlington,VA22209     		None PC Unrestricted 1,000
    Feed My Starving Children
    401 93rd Avenue NW
    Coon Rapids,MN55433     		None PC Unrestricted 1,000
    Friends of Wellesley Council on Agi
    PO Box 812422
    Wellesley,MA02482     		None PC Unrestricted 1,000
    Total .................................bullet 3a 898,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 276,101  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 75,231  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 289,498  
    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)..   640,830  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    640,830
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Benoit and McArdle 9,650 9,650 9,650 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Building 60x80 1992-01-01 80,000 68,474 SL 3.18 % 2,540 2,540 2,540  
    Building Dartmoor Farm 2001-01-01 180,000 124,093 SL 3.64 % 6,547 6,547 6,547  
    Greenhouse Paradise Drive 2001-09-20 209,157 139,119 SL 3.64 % 7,605 7,605 7,605  
    Duct Work 1989-04-15 2,300 2,242 SL 3.18 % 58 58 58  
    Electrical 1989-04-15 5,913 5,773 SL 3.18 % 140 140 140  
    Heater 1989-04-15 725 706 SL 3.18 % 19 19 19  
    Septic System 1989-04-15 6,867 6,694 SL 3.18 % 173 173 173  
    Flooring 1989-04-15 1,695 1,658 SL 3.18 % 37 37 37  
    Duct Work 1989-03-15 360 339 SL 3.18 % 11 11 11  
    Cabinets 1989-04-01 1,352 1,320 SL 3.18 % 32 32 32  
    Morton Building 1989-04-15 16,800 16,368 SL 3.18 % 432 432 432  
    Morton Building 1991-12-16 11,600 10,319 SL 3.18 % 368 368 368  
    Morton Building 1992-10-21 38,220 33,004 SL 3.18 % 1,213 1,213 1,213  
    Morton Building 36x24 1994-04-04 23,250 14,699 SL 2.56 % 596 596 596  
    Morton Building 1998-03-01 32,845 17,507 SL 2.56 % 842 842 842  
    Morton Building 150X60 2002-04-12 169,600 165,444 150DB 4.46 % 4,156 4,156 4,156  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ANALOG DEVICES 251,141 251,141
    JOHNSON & JOHNSON 125,904 125,904
    FISERV 284,650 284,650
    PROCTER & GAMBLE 139,140 139,140
    DOVER    
    US Bancorp Pfd 53,320 53,320
    PEPSICO 252,110 252,110
    Weyerhaeuser Co 150,885 150,885
    Thermo Fisher Scientific Inc 186,312 186,312
    Church & Dwight 331,474 331,474
    Transcanada 142,520 142,520
    NOVARTIS AG SPONSORED ADR 122,759 122,759
    EXXON MOBIL 123,660 123,660
    Adobe Systems 400,094 400,094
    Glacier Bancorp 345,075 345,075
    Chevron Texaco 168,900 168,900
    Illinois Toolworks 407,760 407,760
    WATERS CORPORATION 272,162 272,162
    J G BOSWELL 132,480 132,480
    REALTY INCOME CORP.    
    Paypal Holdings Inc 398,140 398,140
    Nestle S A ADR 176,700 176,700
    Gilead Sciences Inc 87,390 87,390
    NVIDIA Corp 365,540 365,540
    Charles Schwab Corp 344,760 344,760
    Dodge & Cox Income Fund 1,070,977 1,070,977
    Apple Computer Inc 424,608 424,608
    Bristol Myers Squibb    
    Vanguard St Investment Grade Admiral 1,094,572 1,094,572
    Biogen Idec Inc 85,701 85,701
    McCormick & Co 191,200 191,200
    Paychex Inc 177,042 177,042
    Calavo Growers Inc    
    Edwards Lifesciences 205,268 205,268
    Estee Lauderco Inc 199,643 199,643
    Fastenal Co 200,203 200,203
    Hormel Foods Corp 139,830 139,830
    IPG Photonics Corp 179,032 179,032
    Novo-Nordisk 155,416 155,416
    Roper Technologies 150,882 150,882
    United Technologies    
    Delaware Emerging Markets    
    Virtus Vontobel Emerging    
    Alphabet Inc 175,264 175,264
    Amazon.Com 162,847 162,847
    Bristol Myers Squibb Contngnt Rights 690 690
    HCI Group Inc 217,045 217,045
    Hingham Institute for Savings 194,400 194,400
    Stock Yards Bancorp Inc 193,292 193,292
    Alerian MLP ETF 304,943 304,943
    Balchem Corp 109,459 109,459
    Toro Company 75,872 75,872
    Conestoga Small Cap 479,200 479,200
    S & P Smallcap Low Volatility 228,063 228,063
    Cohen & Steers Pref Securities 1,049,480 1,049,480
    Seacoast Banking Corp of Florida 76,276 76,276
    GMAC Capital Tr Pfd 103,547 103,547
    Franco Nevada Corp 279,486 279,486
    Gold Trust ETF-iShares 541,833 541,833

    TY 2020 InvestmentsLandSchedule2
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Buildings 880,868 732,712 148,156 1,209,500
    Land 305,000   305,000 3,628,500

    TY 2020 OtherExpensesSchedule
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR fees 75 75 75  


    TY 2020 OtherIncreasesSchedule
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Amount
    Unrealized gain on Investments 985,240


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    American Research & Management 59,105 59,105 59,105 0


    TY 2020 TaxesSchedule
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Commonwealth of Massachusetts 500     500
    Foreign taxes 6,131 6,131 6,131  
    Internal Revenue Service 16,000