2015-11-06T07:45:13-06:00 2014-12-31 043299080 MARLENE S KAPLAN CPA PC 60 GUILD ST 1 NORWOOD MA 02062 990PF 2014-01-01 136225947 THE SMALLEY FOUNDATION INC C/O ELLIN SMALLEY SMAL 6175272269 PO BOX 1385 BROOKLINE MA 02446 ELLIN SMALLEY PRESIDENT 6175272269 2015-11-05 true MARLENE S KAPLAN P00040157 7812789552 2015-11-06 2014 2016-04-25 22:37:26Z X 3721069 X 999874 67244 67244 67244 861436 1557030 861436 1801 1928554 928680 69045 56000 28000 28000 28000 9000 4500 4500 4500 20982 20982 19550 171 2050 1025 1025 1025 107582 54678 33525 33525 128630 128630 236212 54678 33525 162155 1692342 874002 35520 116891 121210 121210 423795 357927 357927 664 58 58 38284 2156819 3241874 3241874 2736453 3721069 3721069 10000 28774 10000 28774 X 2726453 3692295 2726453 3692295 2736453 3721069 2726453 1692342 89921 4508716 816421 3692295 MORGAN STANLEY P 2013-01-31 2014-01-27 3236 3267 -31 -31 MORGAN STANLEY P 2012-12-21 2014-09-30 31809 31846 -37 -37 MORGAN STANLEY P 2013-01-28 2014-01-27 3185 4985 -1800 -1800 MORGAN STANLEY P 2009-01-27 2014-01-27 282582 231085 51497 51497 FIDELITY P 2013-12-10 2014-09-24 119416 115784 3632 3632 FIDELITY P 2012-09-13 2014-09-24 1072605 308627 763978 763978 861436 1801 true 17480 17480 17480 1226 1226 16254 false false false false false false false true MA NY true false true false false true N/A ELLIN SMALLEY 6175272269 PO BOX 1385 BROOKLINE MA 02446 false false false false false false false false false false false false false false false false false false false ELLIN SMALLEY 60 LONGWOOD AVE BROOKLINE MA 02146 PRESIDENT 2.00 0 0 0 MARTIN SAIMAN 425 PARK AVE NEW YORK NY 10022 TREAS/CLERK 2.00 8000 0 0 ELISA D DOYLE 228 ARDMORE AVE HADDONFIELD NJ 08033 SCHLSHIP CH 2.00 16000 0 0 JEROME HALSBAND 69 CLUB POINTE DR WHITE PLAINS NY 10605 FOUN MEMBER 2.00 8000 0 0 MARIE HOROWITTZ 87 HILLTOP DR MANHASSET NY 11030 FOUN MEMBER 2.00 8000 0 0 ARLENE HARRIS 425 PARK AVE NEW YORK NY 10022 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 128630 N/A 2763706 474388 0 3238094 3238094 48571 3189523 159476 159476 17480 17480 141996 141996 141996 162155 162155 162155 141996 109311 46091 29836 25889 211127 162155 141996 20159 231286 0 109311 121975 46091 29836 25889 20159 X APPLICATIONS ARE COMPLETED AND RETURNED TO GUIDANCE COUNSELORS PO BOX 1385 BROOKLINE MA 02446 6172774594 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 M FRIMPONG UNIVERSITY OF MASSACHUSET AMHERST MA 01003 SCHOLARSHIP 5000 UMASS AMHERST A MENSAH UNIVERSITY OF MASSACHUSET AMHERST MA 01003 SCHOLARSHIP 5000 CHAMPLAIN COLLEGE S ADAMS CHAMPLAIN COLLAEGE BURLINGTON VT 05401 SCHOLARSHIP 5000 UMASS DARTMOUTH S DAHAL UNIV MA DARTMOUTH DARTMOUTH MA 02747 SCHOLARSHIP 5000 RENSSELEAR POLYTECH S HUSSEIN RENSSELEAR POLYTECH TROY NY 12180 SCHOLARSHIP 2500 LEHMAN COLLEGE B LASKAWSKI LEHMAN COLLEGE NEW YORK NY 10468 SCHOLARSHIP 5000 BRANDEIS UNIVERSITY V NGUYEN BRANDEIS UNIVERSITY WALTHAM MA 02453 SCHOLARSHIP 5000 CITY COLLEGE C SOMAR CITY COLLEGE OF NY NEW YORK NY 10031 SCHOLARSHIP 4905 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 6225 SIMMONS COLLEGE B DONAHUE SIMMONS COLLEGE BOSTON MA 02115 SCHOLARSHIP 10000 NEW YORK UNIVERSITY N GUERRERO NEW YORK UNIVERSITY NEW YORK NY 10012 SCHOLARSHIP 5000 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 128630 14 67244 25 44197 817239 111441 817239 928680 false false false false false false false false false false X X 1 ELLIN SMALLEY 60 LONGWOOD AVENUE BROOKLINE MA 02146 999773 X 1 3700 SHS NESTLE'S 284822 2014-07-22 1 2560 SHS APPLE INC. 242483 2014-07-22 1 4000 SHS COLGATE PALMOLIVE INC. 274360 2014-07-22 1 1800 SHS CATERPILLAR INC. 198108 2014-07-22 AUDIT & TAX PREPARATION 9000 4500 4500 4500 ABBOTT LABS 12381 12381 IBM 30484 30484 NESTLE 52125 52125 450 VECTREN 20804 20804 ISHARES BARCLAYS 1-3 YR 141285 141285 JP MORGAN CHASE 53819 53819 ISHARES RUSSELL MIDCAP VALUE 12539 12539 ISHARES TRUSSELL MIDCAP GR 22841 22841 FIDELITY ADVISOR NEW INSIGHTS 71878 71878 ROYCE VALUE PLUS 23034 23034 ADP 25845 25845 ROYAL DUTCH SHELL COLUMBIA ACORN 9704 9704 GOLDMAN SACHS SMALL CAP VALUE 5863 5863 JP MORGAN LARGE CAP 74850 74850 MORGAN STANLEY FOCUS GROWTH OPPENHEIMER DEVELOPING MKT 38722 38722 PIMCO TOTAL RETURN 68958 68958 ROYCE MICRO CAP 6792 6792 SUNAMERICA FOCUSED DIVIDEND 103703 103703 TWEEDY BROWNE GLOBAL 8636 8636 WASATCH INTL GROWTH FD 10286 10286 GENERAL ELECTRIC 53396 53396 ORACLE CORPORATION 39349 39349 WISDOM TREE EMERGING MARKET POWERSHARES DB COMMODITY INDEX VANGUARD REIT ETF 31833 31833 NEUBERGER BERMAN SRATEGIC INCOME 57061 57061 PIONEER STRATEGIC INCOME 55962 55962 VAN ECK FDS GLOBAL ATLAS PIPELINE PARTNERS BLACKROCK INC 39332 39332 CENTURY LINK 4829 4829 CHEVRON 16827 16827 COCA COLA 5573 5573 EXXON MOBIL 4807 4807 IBM JOHNSON & JOHNSON 7215 7215 JP MORGAN CHASE 18148 18148 MCDONALD'S 4217 4217 PROCTOR & GAMBLE 7287 7287 SEMPRA ENERGY WELLS FARGO 18584 18584 INVESCO NAVIOS MARITIME PARTNERS CITIGROUP 47346 47346 CUMMINS INC DANAHER 27856 27856 DISNEY 49450 49450 EGA EMERGING GLOBAL SHARES 27874 27874 GOOGLE 70972 70972 INTEL ISHARES TR S & P PREF STK INDEX 48432 48432 MERCK 31235 31235 NEXTERA ENERGY 50488 50488 NOVO NORDISK 29624 29624 PEPSICO 35460 35460 UNION PACIFIC 37526 37526 UNITED TECHNOLOGIES 59225 59225 VISA 104880 104880 BLACKROCK HEALTH SCIENCES 27944 27944 MATTHEWS ASIAN GROWTH & INCOME 35623 35623 DUKE ENERGY CORP 12280 12280 L BRANDS INC 17916 17916 WEYERHAUSER CO 11951 11951 ISHARES SILVER TRUST GOLDMAN SACHS STRATEGIC INCOME INC 96049 96049 PIMCO INCOME P 75427 75427 APPLE INC 28257 28257 BARCLAYS BK PLC EXPRESS SCRIPTS HLDG CO 80437 80437 JOHNSON & JOHNSON 39214 39214 SCHLUMBERGER LTD COM 33310 33310 SELECT SECTOR SPDR TR BLACKROCK STRATEGIC INCOME 128271 128271 HENNESSY SMALL CAP FINANCIAL OPPENHEIMER DEV MARKETS FD CLASS Y 36760 36760 ALERIAN MLP ETF 27664 27664 MSIF GROWTH I 77863 77863 CLEARBRIDGE AGGESSIVE GROWTH I 52586 52586 E V FLOATING RATE I 49685 49685 FIDELITY ADVISOR CONVERT SEC I 51880 51880 OAKMARK SELECT I 52577 52577 SOUND SHORE INSTL CLASS 52757 52757 TRANSPARENT VL DIRECT ALLOC I 80987 80987 AMERICAN EXPRESS 58150 58150 CDK GLOBAL INC 4198 4198 COLGATE PALMOLIVE 58811 58811 PRAXAIR INC 51824 51824 QUALCOMM INC 53889 53889 3 M COMPANY 38615 38615 WAL-MART STORES INC 60116 60116 OAKMARK INTERNATIONAL CL I 67496 67496 DIFFERENCE IN GAIN ON SALE OF INVESTMENTS AT COST 1 & INVESTMENTS ON FINANCIAL STATEMENT RECORDED AT -1 MARKET VALUE 816421 EXPENSES FILING FEES 920 460 460 460 OFFICE, TRAVEL, ADVERTISING 15 7 8 8 ANNUAL MEETING EXPENSE 1115 558 557 557 UNREALIZED GAIN ON SECURITIES 89922 DIFFERENCE IN GAIN ON SALE OF INVESTMENTS AT COST 1 & INVESTMENTS ON FINANCIAL STATEMENT RECORDED AT -1 MARKET VALUE -1 INVESTMENT MANAGEMENT 20982 20982 ELLIN SMALLEY PO BOX 1385 BROOKLINE MA 02446 FOREIGN TAX 171 171 EXCISE TAX 19379