2016-05-05T14:31:34-05:00 2015-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2015-01-01 205632178 The Carl and Toby Sloane Family Foundation % Foundation Source CARL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 TOBY SLOANE president 8008391754 2016-04-28 true Jeffrey D Haskell P01345770 8008391754 2015 2016-09-27 15:27:22Z X 996721 X 82000 23649 23649 39142 342896 39142 144791 62791 0 2091 2091 1555 10217 10 10207 13863 2101 10207 15000 15000 28863 2101 25207 115928 60690 36579 18103 18103 634081 668485 678618 200000 300000 300000 870660 986588 996721 0 X 870660 986588 870660 986588 870660 986588 870660 115928 986588 986588 Publicly-traded Securities 342896 303754 39142 39142 39142 false 248053 943863 0.262806 518716 1074425 0.482785 214922 1355101 0.158602 366136 1602182 0.228523 348800 1839628 0.189604 1.32232 0.264464 953961 252288 607 252895 25207 1214 1214 1214 0 X 1214 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 Carl Sloane Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co-Pres / Dir / Sec 1.0 0 0 0 Lisa Sloane Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP / Dir 1.0 0 0 0 Toby Sloane Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres / Co-Pres* / Dir / Sec 1.0 0 0 0 Todd C Sloane Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP / Dir 1.0 0 0 0 Amy Sloane-Pinel Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP / Dir 1.0 0 0 0 945224 23264 0 968488 0 968488 14527 953961 47698 47698 1214 1214 46484 46484 46484 25207 0 0 0 0 25207 25207 46484 2013 2012 2011 258275 287275 148154 466889 205876 1366469 25207 25207 0 21277 21277 1345192 0 236998 1108194 287275 148154 466889 205876 Carl Sloane Toby Sloane X ALS THERAPY ALLIANCE INC 16 OAKLAND AVE NEEDHAM MA 02492 N/A PC General & Unrestricted 300 AMERICAN CANCER SOCIETY 30 SPEEN ST FRAMINGHAM MA 01701 N/A PC General & Unrestricted 100 BERKSHIRE COUNTRY DAY SCHOOL INC PO BOX 867 LENOX MA 01240 N/A PC The Eugenie & Jim Faucet Fund for Faculty Salaries 2500 BOSTON CENTER FOR INDEPENDENT LIVING INC 60 TEMPLE PL 5TH FL BOSTON MA 02111 N/A PC Marie Feltin Award Dinner Fund 1000 BROWN UNIVERSITY BOX 1976 PROVIDENCE RI 02912 N/A PC General & Unrestricted 250 CARITAS COMMUNITIES INC 25 BRAINTREE HILL OFC PARK STE 206 BRAINTREE MA 02184 N/A PC General & Unrestricted 500 EASTERN MUSIC FESTIVAL INC PO BOX 22026 GREENSBORO NC 27420 N/A PC General & Unrestricted 2500 ETHEL WALKER SCHOOL INC 230 BUSHY HILL RD SIMSBURY CT 06070 N/A PC General & Unrestricted 250 FLYING CLOUD INSTITUTE INC 731 S SANDISFIELD RD NEW MARLBOROUGH MA 01230 N/A PC Lee Schools Fund 250 HARVARD COLLEGE 124 MOUNT AUBURN ST 4TH FL CAMBRIDGE MA 02138 N/A PC Class of 1984 Fund 2500 HEVREH OF SOUTHERN BERKSHIRE INC 270 STATE RD GREAT BARRINGTON MA 01230 N/A PC Rabbi Jodie Gordon Discretionary Fund 1000 JEWISH FEDERATION OF THE BERKSHIRES INC 196 S ST PITTSFIELD MA 01201 N/A PC General & Unrestricted 500 JOHN F KENNEDY SCHOOL OF GOVERNMENT 79 JOHN F KENNEDY ST CAMBRIDGE MA 02138 N/A PC General & Unrestricted 500 LITERACY NETWORK OF SOUTH BERKSHIRE INC 100 MAIN ST LEE MA 01238 N/A PC General & Unrestricted 250 NATIONAL MULTIPLE SCLEROSIS SOCIETY 101A 1ST AVE STE 6 WALTHAM MA 02451 N/A PC General & Unrestricted 100 PINGREE SCHOOL INC 537 HIGHLAND ST S HAMILTON MA 01982 N/A PC General & Unrestricted 250 RHODE ISLAND SCHOOL OF DESIGN 2 COLLEGE ST PROVIDENCE RI 02903 N/A PC General & Unrestricted 250 ST GEORGE'S EPISCOPAL CHURCH 20 FRANKLIN ST LEE MA 01238 N/A PC Lee Food Pantry 500 THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC 800 N MAIN ST PO BOX 400 SHEFFIELD MA 01257 N/A PC Lee Educational Enrichment Fund 750 TRUSTEES OF THE COLLEGE OF THE HOLY CROSS 1 COLLEGE ST WORCESTER MA 01610 N/A PC Crusader Athletic Fund - Softball Campaign 500 VOLUNTEERS IN MEDICINE BERKSHIRES INC 777 MAIN ST STE 4 GREAT BARRINGTON MA 01230 N/A PC General & Unrestricted 250 15000 14 23649 18 39142 62791 62791 false false false false false false false false false false X X 1 Sloane Toby 2727 South Ocean Blvd 1402 Highland Beach FL 33487 82000 X Carl Sloane Deceased in 2015. Toby Sloane *Removed from position. DFA U.S. LARGE CAP VALUE PORTF 89794 87314 NORTHERN FUNDS INTL EQ INDEX 91853 85581 NORTHERN FUNDS MID CAP INDEX 75703 82367 NORTHERN HIGH YIELD FIXED INCO 194579 172219 NORTHERN SMALL CAP INDEX FD 78082 83528 SPDR S&P 500 ETF TRUST 133105 142709 V F CORP 5369 24900 9TH JUBILEE 2YR 0.94 2016 100000 100000 9TH JUBILEE 2YR 1.26 2017 100000 100000 10TH JUBILEE 2YR 1.45 2017 100000 100000 Administrative Fees 10182 10182 Bank Charges 10 10 State or Local Filing Fees 25 25 Investment Management Services 2091 2091 990-PF Excise Tax for 2014 1555