2017-11-13T15:16:07-05:00 2016-12-31 043299080 MARLENE S KAPLAN CPA PC 60 GUILD ST 1 NORWOOD MA 02062 990PF 2016-01-01 136225947 THE SMALLEY FOUNDATION INC ARLENE HARRIS ARNOLD&PORTER KAYE SMAL 2128368816 250 WEST 55TH STREET NEW YORK NY 100199710 MARTIN SAIMAN PRESIDENT 5614883682 2017-10-26 true MARLENE S KAPLAN P00040157 7812789552 2017-11-13 90CDC9359E0D5FAD245213EC6DD54E205E32D77B 90CDC9359E0D5FAD245213EC6DD54E205E32D77B 2016 2018-03-14 21:41:22Z X 4340406 X 1001778 68595 68595 68595 739767 1972643 739767 1810140 808362 68595 48000 24000 24000 24000 10510 5260 5260 5260 22878 22878 14089 14089 6001 3000 3001 3001 101478 69227 32261 32261 160500 160500 261978 69227 32261 192761 1548162 739135 36334 156486 131959 131959 398334 278127 278127 7058 58 58 2840211 3930262 3930262 3402089 4340406 4340406 10000 16247 3698 5936 13698 22183 X 3388391 4318223 3388391 4318223 3402089 4340406 3388391 1548162 129419 5065972 747749 4318223 SEE FIDELITY SCHEDULE ATTACHED P 2015-10-26 2016-01-21 73952 81428 -7476 -7476 SEE FIDELITY SCHEDULE ATTACHED P 2012-09-13 2016-12-20 1414001 707700 706301 706301 SEE MORGAN STANLEY ATTACHED P 2015-10-30 2016-09-15 37946 38653 -707 -707 SEE MORGAN STANLEY ATTACHED P 2012-06-06 2016-09-15 234880 257287 -22407 -22407 SEE MORGAN STANLEY ATTACHED P 2012-06-06 2016-09-15 185543 147808 37735 37735 739767 -8183 false 200599 3547509 0.056546 162155 3189523 0.050840 157013 2638057 0.059518 128237 1974806 0.064937 127723 1632647 0.078231 0.310072 0.062014 3504707 217341 7391 224732 192761 14783 14783 14783 7178 25000 32178 17395 17395 false false false false false false false true MA NY true false true false false true N/A ELISA D DOYLE 2128368816 228 ARDMORE AVE HADDONFIELD NJ 08033 false false false false false false false false false false false false false false false false false false false ELLIN SMALLEY DECEASED 60 LONGWOOD AVE BROOKLINE MA 02146 PRESIDENT 2.00 0 0 0 MARTIN SAIMAN 26910 GRAND CENTRAL PARKWAY APT18L FLORAL PARK NY 11005 PRESIDENT 2.00 8000 0 0 ELISA D DOYLE 228 ARDMORE AVE HADDONFIELD NJ 08033 SCHLSHIP CH/ 2.00 16000 0 0 MARIE HOROWITTZ 87 HILLTOP DR MANHASSET NY 11030 FOUN MEMBER 2.00 8000 0 0 ARLENE HARRIS 250 WEST 55TH STREET NEW YORK NY 100199710 FOUN MEMBER 2.00 8000 0 0 CONSTANTINE KREATSOULAS 611 FOXCROFT ROAD ELKINS PARK PA 19027 FOUN MEMBER 2.00 8000 0 0 ELISA D DOYLE 228 ARDMORE AVENUE HADDONFIELD NJ 08033 FOUN MEMBER 2.00 0 0 0 NONE NONE SCHOLARSHIPS TO COLLEGES AND TO DESERVING MALE AND FEMALE PUBLIC HIGH SCHOOL STUDENTS 160500 N/A 3172407 385078 593 3558078 3558078 53371 3504707 175235 175235 14783 14783 160452 160452 160452 192761 192761 192761 160452 46091 29836 25889 20159 26021 147996 192761 160452 32309 180305 0 46091 134214 29836 25889 20159 26021 32309 X APPLICATIONS ARE COMPLETED AND RETURNED TO GUIDANCE COUNSELORS HADDONFIELD NJ 08033 2128368816 APPLICATION FORMS AVAILABLE UPON REQUEST FROM GUIDANCE SERVICES AND BY OFFICE OF FINANCIAL AID IN SCHOOLS WHERE SCHOLARSHIPS HAVE BEEN ESTABLISHED. DATES OF APPLICATION HAVE DEADLINES SUPPLIED BY GUIDANCE SERVICES AND FINANCIAL AID OFFICERS. AWARDS ARE GRANTED ONLY TO STUDENTS ACCEPTED TO INSTITUTIONS WHERE SCHOLARSHIPS HAVE BEEN ESTABLISHED AND TO STUDENTS IN WORCESTER, MA AND YONKERS, NY PUBLIC HIGH SCHOOLS. GRANTS ARE PAID DIRECTLY TO SCHOOLS, NOT TO INDIVIDUALS. UMASS AMHERST E HALLET UNIVERSITY OF MASSACHUSET AMHERST MA 01003 SCHOLARSHIP 10000 UMASS AMHERST M MARTINI UNIVERSITY OF MASSACHUSET AMHERST MA 01003 SCHOLARSHIP 10000 LEHMAN COLLEGE G WALWRATH LEHMAN COLLEGE NEW YORK NY 10468 SCHOLARSHIP 500 UMASS AMHERST T ADDAI UNIVERSITY OF MASSACHUSET AMHERST MA 01003 SCHOLARSHIP 10000 CITY COLLEGE OF NEW YORK B AGUILAR CITY COLLEGE OF NEW YORK NEW YORK NY 10031 SCHOLARSHIP 10000 MANHATTAN COLLEGE G ALMANZAR MANHATTAN COLLEGE RIVERDALE NY 10471 SCHOLARSHIP 10000 SIMMONS COLLEGE B DONAHUE SIMMONS COLLEGE BOSTON MA 02115 SCHOLARSHIP 10000 NEW YORK UNIVERSITY N GUERRERO NEW YORK UNIVERSITY NEW YORK NY 10012 SCHOLARSHIP 10000 SYRACUSE UNIVERSITY Y GUICHARDO SYRACUSE UNIVERSITY SYRACUSE NY 13244 SCHOLARSHIP 10000 WORCESTER POLYTECH INST D NAGATTI WORCESTER POLYTECHNIC INS WORCESTER MA 01602 SCHOLARSHIP 10000 WORCESTER STATE UNIV J PHINNEY WORCESTER STATE UNIVERSTY WORCESTER MA 01602 SCHOLARSHIP 10000 UMASS AMHERST K SASAKI UNIVERSITY OF MASSACHUSET AMHERST MA 01003 SCHOLARSHIP 10000 SUNY ALBANY L VELASQUEZ SUNY ALBANY ALBANY NY 12222 SCHOLARSHIP 10000 SUNY EDWIN BENITEZ SUNY ALBANY ALBANY NY 12222 SCHOLARSHIP 10000 WORCESTER POLYTECH INST D LECH WORCESTER POLYTECHNIC INS WORCESTER MA 01602 SCHOLARSHIP 10000 MANHATTAN COLLEGE M KARTHIK MANHATTAN COLLEGE RIVERDALE NY 10471 SCHOLARSHIP 10000 CLARK UNIVERSITY A NOP CLARK UNIVERSITY WORCESTER MA 01610 SCHOLARSHIP 10000 160500 14 68595 25 26321 713446 94916 713446 808362 false false false false false false false false false false X X 1 ELLIN SMALLEY 60 LONGWOOD AVENUE BROOKLINE MA 02146 1001778 X 1 1950 SHS NESTLE'S 142444 2016-11-08 1 2000 SHS WALT DISNEY CO. 188760 2016-11-08 1 2500 SHS COLGATE PALMOLIVE INC. 178975 2016-11-08 1 3600 SHS. VISA INC. 298368 2016-11-08 1 1650 SHS POWERSHARES QQQ TR 193231 2016-11-08 AUDIT & TAX PREPARATION 10510 5260 5260 5260 ABBOTT LABS 10563 10563 NESTLE 74391 74391 450 VECTREN 23467 23467 ISHARES BARCLAYS 1-3 YR JP MORGAN CHASE 74209 74209 ISHARES RUSSELL MIDCAP VALUE 14803 14803 ISHARES TRUSSELL MIDCAP GR 8123 8123 FIDELITY ADVISOR NEW INSIGHTS 44288 44288 ROYCE VALUE PLUS COLUMBIA ACORN GOLDMAN SACHS SMALL CAP VALUE 6914 6914 JP MORGAN LARGE CAP 56611 56611 MORGAN STANLEY FOCUS GROWTH OPPENHEIMER DEVELOPING MKT PIMCO TOTAL RETURN ROYCE MICRO CAP SUNAMERICA FOCUSED DIVIDEND 60886 60886 TWEEDY BROWNE GLOBAL 8304 8304 WASATCH INTL GROWTH FD 10848 10848 GENERAL ELECTRIC 73091 73091 VANGUARD REIT ETF 25667 25667 NEUBERGER BERMAN SRATEGIC INCOME 59618 59618 PIONEER STRATEGIC INCOME 51270 51270 BLACKROCK INC 29682 29682 EXXON MOBIL 4694 4694 JP MORGAN CHASE 18897 18897 WELLS FARGO 14273 14273 DANAHER 36585 36585 DISNEY 72954 72954 EGA EMERGING GLOBAL SHARES GOOGLE ISHARES TR S & P PREF STK INDEX PEPSICO 44468 44468 UNION PACIFIC 58579 58579 UNITED TECHNOLOGIES 72897 72897 VISA 74119 74119 BLACKROCK HEALTH SCIENCES 28889 28889 MATTHEWS ASIAN GROWTH & INCOME L BRANDS INC 3424 3424 WEYERHAUSER CO GOLDMAN SACHS STRATEGIC INCOME INC PIMCO INCOME P 130081 130081 APPLE INC 29650 29650 EXPRESS SCRIPTS HLDG CO JOHNSON & JOHNSON 43204 43204 SCHLUMBERGER LTD COM 32740 32740 BLACKROCK STRATEGIC INCOME 135390 135390 OPPENHEIMER DEV MARKETS FD CLASS Y CLEARBRIDGE AGGESSIVE GROWTH I 53461 53461 E V FLOATING RATE I 54269 54269 FIDELITY ADVISOR CONVERT SEC I OAKMARK SELECT I 119276 119276 SOUND SHORE INSTL CLASS 57635 57635 TRANSPARENT VL DIRECT ALLOC I AMERICAN EXPRESS 74080 74080 COLGATE PALMOLIVE 73620 73620 QUALCOMM INC 3 M COMPANY 43750 43750 OAKMARK INTERNATIONAL CL I GILEAD SCIENCE CONS DISCRET SEL SECT SPDR 12698 12698 FIRST TRUST NORTH AMERICAN 12645 12645 HEALTH CARE SEL SECT 12133 12133 ISHARES MSCI JAPAN VANGUARD FTSE EUROPE PUTNAM CAPITAL SPECTRUM WCM FOCUSEDINTL GROWTH 119636 119636 JOHN HANCOCK SMALL CAP VALUE 88171 88171 LYRICAL US VALUE EQUITY 46737 46737 ISHARES CORE S & P ALPHABET INC. 116490 116490 FORTIVE CORP 6543 6543 MONDELEZ INT'L 88660 88660 BARON EMERGING MARKET 59814 59814 RBC EMERGING MARKET 59921 59921 ALLIANZ SHORT DURATION 134504 134504 BARINGS ACTIVE SHORT DURATION 150379 150379 DREYFUS STANDISH MELLON GL FIXED 103226 103226 GUGGENHEIM TOTAL RETURN 105532 105532 ISHARES S & P SMALLCAP 34500 34500 ISHARES EDGE MSCI MIN 88769 88769 ISHARES TRUST CORE 58993 58993 ISHARES CORE US AGGREG 105359 105359 ISHARES TR 20YR 113173 113173 ABBOTT LABS 60496 60496 FIRST TRUST DJ INTERNET 60272 60272 ISHARES NASDAQ BIOTECH 50953 50953 POWERSHARES PREFERRED PORT 48396 48396 AAM BAHL & GAYNOR INC 30317 30317 GUGGENHEIM DIRECTIONAL ALLOCATION 88037 88037 FIDELITY ADV EMERGING MKT 29383 29383 MSIF GROWTH 51962 51962 VANGUARD SMALL CAP 32848 32848 VANGUARD WELLESLEY 50045 50045 DIFFERENCE IN GAIN ON SALE OF INVESTMENTS AT COST 1 & INVESTMENTS ON FINANCIAL STATEMENT RECORDED AT -1 MARKET VALUE 745512 UNREALIZED LOSS ON SECURITIES -1 DEFERRED FEDERAL EXCISE TAX 2238 EXPENSES FILING FEES 984 492 492 492 OFFICE, TRAVEL, ADVERTISING 2617 1308 1309 1309 ANNUAL MEETING EXPENSE 2400 1200 1200 1200 UNREALIZED GAIN ON SECURITIES 129419 DIFFERENCE IN GAIN ON SALE OF INVESTMENTS AT COST -1 & INVESTMENTS ON FINANCIAL STATEMENT RECORDED AT 1 MARKET VALUE 1 DEFERRED FEDERAL EXCISE TAX -1 DEFERRED FEDERAL EXCISE TAX 3698 5936 INVESTMENT MANAGEMENT 22878 22878 FOREIGN TAX 842 842 FEDERAL EXCISE TAX 13247 13247