2024-08-29T13:34:23-05:00 2023-12-27 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 205632178 The Carl and Toby Sloane Family Foundation % Foundation Source CARL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 TOBY SLOANE PRESIDENT 8008391754 2024-08-07 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X X 0 X 0 X 1113 1113 6088 6088 4883 132414 4883 12084 12084 0 1100 1100 300 11750 11750 13150 1100 11750 756199 756199 769349 1100 767949 -757265 10984 32185 460251 200000 692436 0 0 0 0 X 692436 692436 0 692436 0 692436 -757265 64829 Publicly-traded Securities 32414 27531 4883 4883 11TH JUBILEE FIX - 0.720% - 05/01/2023 P 2021-05-04 2023-05-01 100000 100000 4883 153 153 153 14 0 139 153 0 false false false false false false true true true DE true false false false true true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Lisa Sloane Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Toby Sloane Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec 1.0 0 0 0 Todd C Sloane Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Amy Sloane-Pinel Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 228962 33519 87671 350152 0 350152 5252 344900 17056 17056 153 153 16903 16903 16903 767949 0 0 0 0 767949 16903 2021 2020 2019 14200 101983 53349 50976 31663 252171 767949 16903 751046 1003217 0 14200 989017 101983 53349 50976 31663 751046 Toby Sloane X BETH ISRAEL DEACONESS MEDICAL CENTER INC 330 BROOKLINE AVE BOSTON MA 02215 N/A PC General & Unrestricted 5000 BOOK HARVEST 2501 UNIVERSITY DR DURHAM NC 27707 N/A PC General & Unrestricted 500 CITYSTEP ORG INC 640 W END AVE APT 3A NEW YORK NY 10024 N/A PC General & Unrestricted 5000 COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON KRAFT FAMILY BLDG 126 HIGH ST BOSTON MA 02110 N/A PC General & Unrestricted (IN-KIND GRANTS - SEE GENERAL EXPLANATION) 497549 COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON KRAFT FAMILY BLDG 126 HIGH ST BOSTON MA 02110 N/A PC General & Unrestricted to and Toby Sloane DAF 25850 COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON KRAFT FAMILY BLDG 126 HIGH ST BOSTON MA 02110 N/A PC General & Unrestricted 204300 ETHEL WALKER SCHOOL INC 230 BUSHY HILL RD SIMSBURY CT 06070 N/A PC General & Unrestricted 3000 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 202 WASHINGTON ST SUITE 343 BROOKLINE MA 02445 N/A PC Hillel Council of New England 5000 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 52 MOUNT AUBURN ST CAMBRIDGE MA 02138 N/A PC General & Unrestricted 5000 SIMMONS UNIVERSITY 300 THE FENWAY BOSTON MA 02115 N/A PC The Sloane Family Scholarship Fund 5000 756199 14 1113 14 6088 18 4883 12084 12084 false false false false false false false false false false PART XIV (FORM 990-PF): PART XIV (FORM 990-PF): DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OF AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $497,549 TOTAL BOOK VALUE OF PROPERTY: $432,720 TOTAL CASH PORTION OF GRANTS: TOTAL AMOUNT OF GRANTS: $497,549 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES: $64,829 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX UNITS: 794 DATE OF DISTRIBUTION: 06-30-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $31,601 BOOK VALUE OF PROPERTY: $28,364 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $31,601 DESCRIPTION OF PROPERTY: ISHARES BARCLAYS US AGGREGATE BOND FUND UNITS: 467 DATE OF DISTRIBUTION: 06-30-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $45,635 BOOK VALUE OF PROPERTY: $52,936 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $45,635 DESCRIPTION OF PROPERTY: ISHARES S&P GLOBAL I UNITS: 537 DATE OF DISTRIBUTION: 06-30-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $24,987 BOOK VALUE OF PROPERTY: $23,405 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $24,987 DESCRIPTION OF PROPERTY: NORTHERN FDS STK INDEX FUND UNITS: 1,935 DATE OF DISTRIBUTION: 07-10-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $90,520 BOOK VALUE OF PROPERTY: $65,875 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $90,520 DESCRIPTION OF PROPERTY: NORTHERN FUNDS INTL EQ INDEX UNITS: 3,704 DATE OF DISTRIBUTION: 07-10-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $49,039 BOOK VALUE OF PROPERTY: $42,854 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $49,039 DESCRIPTION OF PROPERTY: NORTHERN FUNDS MID CAP INDEX UNITS: 2,145 DATE OF DISTRIBUTION: 07-10-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $42,942 BOOK VALUE OF PROPERTY: $38,317 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $42,942 DESCRIPTION OF PROPERTY: NORTHERN GLOBAL RE INDES FD UNITS: 1,394 DATE OF DISTRIBUTION: 07-10-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $12,453 BOOK VALUE OF PROPERTY: $14,139 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $12,453 DESCRIPTION OF PROPERTY: NORTHERN HIGH YIELD FIXED INCOME FUND UNITS: 6,882 DATE OF DISTRIBUTION: 07-10-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $39,298 BOOK VALUE OF PROPERTY: $43,634 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $39,298 DESCRIPTION OF PROPERTY: NORTHERN SMALL CAP INDEX FD UNITS: 2,086 DATE OF DISTRIBUTION: 07-10-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $25,907 BOOK VALUE OF PROPERTY: $25,758 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $25,907 DESCRIPTION OF PROPERTY: SPDR S&P 500 ETF TRUST UNITS: 182 DATE OF DISTRIBUTION: 06-30-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $79,736 BOOK VALUE OF PROPERTY: $37,787 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $79,736 DESCRIPTION OF PROPERTY: VANGUARD FTSE ALL-WORLD EX-US ETF UNITS: 640 DATE OF DISTRIBUTION: 06-30-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $34,419 BOOK VALUE OF PROPERTY: $32,165 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $34,419 DESCRIPTION OF PROPERTY: VANGUARD FTSE EMERGING MARKETS UNITS: 521 DATE OF DISTRIBUTION: 06-30-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $21,012 BOOK VALUE OF PROPERTY: $27,486 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $21,012 The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 27, 2023, The Carl and Toby Sloane Family Foundation (the "Foundation") made distributions from assets from sources other than current income in complete liquidation. The Foundation filed the attached Certificate of Dissolution with the Secretary of State of Delaware on December 27, 2023. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 11700 11700 State or Local Filing Fees 50 50 GRANTS OF PUBLICLY TRADED SECURITIES 64829 Investment Management Services 1100 1100 990-PF Extension for 2022 300