2022-08-30T12:48:59-05:00 2021-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2021-01-01 205632178 The Carl and Toby Sloane Family Foundation % Foundation Source CARL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 TOBY M SLOANE PRESIDENT 8008391754 2022-08-09 true TOBY M SLOANE 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 894849 X 0 X 84 84 18234 18234 40172 325109 40172 58490 58490 0 2832 2832 953 8514 8514 12299 2832 8514 86316 86316 98615 2832 94830 -40125 55658 22592 30939 30939 557567 509095 663910 200000 200000 200000 780159 740034 894849 0 0 X 780159 740034 780159 740034 780159 740034 780159 -40125 740034 740034 Publicly-traded Securities 125109 84937 40172 40172 ISRAEL ST 11TH JUB 24 BOND P 2019-05-09 2021-05-03 100000 100000 ISRAEL ST 11TH SERIES JUBILEE 2 P 2019-11-12 2021-11-01 100000 100000 40172 774 774 774 400 0 400 800 X 0 26 26 false false false false false false false true true DE true false false false false 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 675613 33288 197260 906161 0 906161 13592 892569 44628 44628 774 774 43854 43854 43854 94830 0 0 0 0 94830 43854 2019 2018 2017 84568 1084 14200 101983 53349 255184 94830 43854 50976 306160 0 84568 221592 1084 14200 101983 53349 50976 Toby Sloane X BETH ISRAEL DEACONESS MEDICAL CENTER INC 330 BROOKLINE AVE BOSTON MA 02215 N/A PC General & Unrestricted 5000 BNAI TORAH CONGREGATION 6261 SW 18TH ST BOCA RATON FL 33433 N/A PC Concert sponsor Toby Sloane 10000 BOOK HARVEST 2501 UNIVERSITY DR STE 06 DURHAM NC 27707 N/A PC General & Unrestricted 2500 BOSTON CENTER FOR INDEPENDENT LIVING INC 60 TEMPLE PL 5TH FLOOR BOSTON MA 02111 N/A PC General & Unrestricted 1000 BROWN UNIVERSITY - BROWN ANNUAL FUND BOX 1976 PROVIDENCE RI 02912 N/A PC Undergraduate Studies Scholarship Fund 3500 CITY YEAR INC 36 S WABASH STE 1500 CHICAGO IL 60603 N/A PC General & Unrestricted 1000 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 I KRAFT FAMILY BLDG 126 HIGH ST BOSTON MA 02110 N/A PC Fund for Afghan Immigrants and Refugees 500 COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON I KRAFT FAMILY BLDG 126 HIGH ST BOSTON MA 02110 N/A PC The Miriam Fund 3000 COMMUNITY ACCESS TO THE ARTS INC 420 STOCKBRIDGE RD STE 2 GT BARRINGTON MA 01230 N/A PC General & Unrestricted 500 COMMUNITY THEATRE OF GREENSBORO INC 520 SOUTH ELM ST GREENSBORO NC 27406 N/A PC To use at the discretion of program director Wendy Wood 7500 CONGREGATION SHIRAT HAYAM OF THE NORTH SHORE 55 ATLANTIC AVE SWAMPSCOTT MA 01907 N/A PC General & Unrestricted 1000 GANN ACADEMY THE NEW JEWISH HIGH SCHOOL OF GREATER 333 FOREST ST WALTHAM MA 02452 N/A PC General & Unrestricted 1800 GREENSBORO JEWISH FEDERATION 5509C W FRIENDLY AVE GREENSBORO NC 27410 N/A PC General & Unrestricted 5000 HEVREH OF SOUTHERN BERKSHIRE INC 270 STATE RD GREAT BARRINGTON MA 01230 N/A PC General & Unrestricted 10000 HEVREH OF SOUTHERN BERKSHIRE INC 270 STATE RD GREAT BARRINGTON MA 01230 N/A PC Rabbi Hirsch's Discretionary Fund 1008 HEVREH OF SOUTHERN BERKSHIRE INC 270 STATE RD GREAT BARRINGTON MA 01230 N/A PC Rabbi Gordon's Discretionary Fund 1008 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 52 MOUNT AUBURN ST CAMBRIDGE MA 02138 N/A PC The Steve Price Memorial Fund 2500 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 52 MOUNT AUBURN ST CAMBRIDGE MA 02138 N/A PC General & Unrestricted 5000 JEWISH FEDERATION OF THE BERKSHIRES INC 196 S ST PITTSFIELD MA 01201 N/A PC General & Unrestricted 1000 LITERACY NETWORK OF SOUTH BERKSHIRE INC 100 MAIN ST LEE MA 01238 N/A PC General & Unrestricted 1000 MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY COALI 105 CHAUNCY ST SUITE 901 BOSTON MA 02111 N/A PC General & Unrestricted 1000 MORIKAMI INC 4000 MORIKAMI PARK RD DELRAY BEACH FL 33446 N/A PC General & Unrestricted 1500 PERKINS SCHOOL FOR THE BLIND 175 N BEACON ST WATERTOWN MA 02472 N/A PC General & Unrestricted 500 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 124 MOUNT AUBURN ST CAMBRIDGE MA 02138 N/A PC Class of '84 Memorial Financial Aid Fund 10000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE - JOHN F 79 JOHN F KENNEDY ST CAMBRIDGE MA 02138 N/A PC General & Unrestricted 1000 RHODE ISLAND SCHOOL OF DESIGN 2 COLLEGE ST PROVIDENCE RI 02903 N/A PC General & Unrestricted 1500 ST GEORGE'S EPISCOPAL CHURCH 20 FRANKLIN ST LEE MA 01238 N/A PC Lee Food Pantry 1000 VOLUNTEERS IN MEDICINE BERKSHIRES INC 777 MAIN ST STE 4 GREAT BARRINGTON MA 01230 N/A PC General & Unrestricted 1000 86316 14 84 14 18234 18 40172 58490 58490 false false false false false false false false false false FLEXSHARES GLOBAL UPSTREAM NAT 12590 18047 ISHARES BARCLAYS US AGGREGATE 59957 60919 ISHARES IBOXX $ HIGH YIELD COR 51572 52206 ISHARES S&P GLOBAL I 26508 29315 NORTHERN FDS STK INDEX FUND 66670 102954 NORTHERN FUNDS INTL EQ INDEX 65096 81468 NORTHERN FUNDS MID CAP INDEX 44806 62152 NORTHERN GLOBAL RE INDES FD 14139 16859 NORTHERN SMALL CAP INDEX FD 37486 49742 SPDR S&P 500 ETF TRUST 37787 86443 VANGUARD FTSE ALL-WORLD EX-US 38626 47124 VANGUARD FTSE EMERGING MARKETS 53858 56681 11TH JUBILEE FIX - 0.720% - 05 100000 100000 12TH JUBILEE FIX 2Y - 0.90 - 1 100000 100000 Administrative Fees 8489 8489 State or Local Filing Fees 25 25 Investment Management Services 2832 2832 990-PF Estimated Tax for 2021 400 990-PF Excise Tax for 2020 553