THE@B SLOANE FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE@B SLOANE FAMILY FOUNDATION (EIN 11-3641753)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-17
IRS object ID
201902909349100705
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-17T13:54:34-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113258497PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JANOVER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 QUENTIN ROOSEVELT BLVDAddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113641753EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE B SLOANE FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O JANOVER LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBSLOBusinessNameControlTxt
Phone5165426300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 QUENTIN ROOSEVELT BLVD NO 516AddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARRY SLOANEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5165426300PhoneNum
Signature2019-10-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK K GOODMANPreparerPersonNm
PTINP00046220PTIN
Phone5165426300PhoneNum
Preparation2019-10-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.125.43.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-16IPDt
IP Tm08:15:33IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdACE76ADCAA779BA0F8C596C448AD1078F91E48C1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,127,026FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,750InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,750InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$168,363DividendsRevAndExpnssAmt
Dividends Net Invst Incm$168,363DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,367NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,367GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,367CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$175,480TotalRevAndExpnssAmt
Total Net Invst Incm$175,480TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,200AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$2,912OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,912OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,112TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,112TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$94,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$94,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,162TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,112TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$94,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$76,318ExcessRevenueOverExpensesAmt
Net Investment Income$170,368NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$372,541SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$351,487SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$351,487SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,387,809CorporateStockBOYAmt
Corporate Stock EOY$1,387,809CorporateStockEOYAmt
Corporate Stock EOYFMV$1,678,094CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$97,263OtherInvestmentsEOYAmt
Other Investments EOYFMV$97,263OtherInvestmentsEOYFMVAmt
Other Assets BOY$73OtherAssetsBOYAmt
Other Assets EOY$182OtherAssetsEOYAmt
Other Assets EOYFMV$182OtherAssetsEOYFMVAmt
Total Assets BOY$1,760,423TotalAssetsBOYAmt
Total Assets EOY$1,836,741TotalAssetsEOYAmt
Total Assets EOYFMV$2,127,026TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,760,423RetainedEarningBOYAmt
Retained Earning EOY$1,836,741RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,760,423TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,836,741TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,760,423TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,836,741TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,760,423TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$76,318ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,836,741SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,836,741TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$5,367GrossSalesPriceAmt
Gain Or Loss$5,367GainOrLossAmt
Gains Minus Excess Or Losses$5,367GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,367CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$97,855AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,963,114NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049847DistributionYr1Rt
Adjusted Qlfy Distri Yr2$27,299AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,513,236NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.018040DistributionYr2Rt
Adjusted Qlfy Distri Yr3$16,608AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,206,970NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.013760DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,766AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$846,509NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.016262DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,420AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$691,780NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058429DistributionYr5Rt
Total Distribution0.156338TotalDistributionRt
Average Distribution0.031268AverageDistributionRt
Net Vl Noncharitable Assets$2,196,329NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$68,675AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,704NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$70,379AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$94,050QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,704InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,704SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,704TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,200EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$496OverpaymentAmt
Applied To ES Tax$496AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JANOVER LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5165426300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 QUENTIN ROOSEVELT BLVD SUITEAddressLine1Txt
Address Line2516AddressLine2Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARRY SLOANE
2711 S OCEAN DRIVE UNIT 3203HOLLYWOODFL33019PRESIDENT0.00$0$0$0
CRAIG J BRUNET
10831 EAST RISING SUN DRIVESCOTTSDALEAZ85262TREASURER0.00$0$0$0
JEFFREY M PLATTE
10 EAST 40TH STREET 46TH FLOORNEW YORKNY10016SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,871,418AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$358,358AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,229,776TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,229,776AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,447CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,196,329NetVlNoncharitableAssetsAmt
Minimum Investment Return$109,816MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$109,816MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,704TaxBasedOnInvestmentIncomeAmt
Total Tax$1,704TotalTaxAmt
Distributable Before Adj$108,112DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$108,112DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$108,112DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$94,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$94,050QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,704PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$92,346AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$108,112DistributableAsAdjustedAmt
Undistributed Income PY$92,759UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$94,050QualifyingDistributionsAmt
Applied To Year1$92,759AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,291AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$106,821UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG VISION FOUNDATION
1098 COUNTY WELFARE ROADLEESPORTPA19533TO FURTHER ITS CHARITABLE PURPOSE$500
BOOMER ESIASON FOUNDATION
483 10TH AVENUE SUITE 300NEW YORKNY10018TO FURTHER ITS CHARITABLE PURPOSE$53,200
CARVER FOUNDATION OF NORWALK
7 ACADEMY STREETNORWALKCT06850TO FURTHER ITS CHARITABLE PURPOSE$500
NEW CANAAN BASKETBALL ASSOCIATION INC
PO BOX 574NEW CANAANCT06840TO FURTHER ITS CHARITABLE PURPOSE$7,350
ST EDMUND PREPARATORY HIGH SCHOOL
2474 OCEAN AVENUEBROOKLYNNY11229TO FURTHER ITS CHARITABLE PURPOSE$500
THE SAPPHIRE FOUNDATION
6 E 45TH STREETNEW YORKNY10017TO FURTHER ITS CHARITABLE PURPOSE$6,000
MERMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065TO FURTHER ITS CHARITABLE PURPOSE$500
CURE SMA
888 7TH AVENUE 400NEW YORKNY10106TO FURTHER ITS CHARITABLE PURPOSE$500
ST MARY'S FOUNDATION FOR CHILDREN
29-01 216TH STREETBAYSIDENY11360TO FURTHER ITS CHARITABLE PURPOSE$20,000
THE AFRICAN AMERICAN CHAMBER OF COMMERCE
379 W STATE STREETTRENTONNJ08608TO FURTHER ITS CHARITABLE PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$94,050TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,750ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$168,363ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,367ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$175,480ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$175,480TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST RECEIVED
4DIVIDENDS RECEIVED

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,200Amt
Net Investment Income$2,200NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE B. SLOANE FAMIY FOUNDATION IS MAKING AN ELECTION TO FIRST APPLY THE CURRENT YEARS EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNEWTEK BUSINESS SERVICES, INC.StockNm
EOY Book Value$1,387,809EOYBookValueAmt
EOYFMV$1,678,094EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN CASA DE LA ROSA LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$97,263BookValueAmt
EOYFMV$97,263EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST RECEIVABLE$73$73$73
DIVIDEND RECEIVABLE$109$109

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL SERVICE FEE$175$175$0$0
INVESTMENT IN CASA DE LA ROSA$2,737$2,737$0$0

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