THE@B SLOANE FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THE@B SLOANE FAMILY FOUNDATION (EIN 11-3641753)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-07
IRS object ID
201211289349100741
Schema version
2011v1.2
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)
Timestamp2012-05-07T16:07:09-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN113258497EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JANOVER LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1100 QUENTIN ROOSEVELT BLVDAddressLine1
CityGARDEN CITYCity
StateNYState
ZIP Code11530ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN113641753EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE B SLOANE FAMILY FOUNDATION CO JANOVER LLCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBSLONameControl
Phone5165426300Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 QUENTIN ROOSEVELT BLVD NO 516AddressLine1
CityGARDEN CITYCity
StateNYState
ZIP Code11530ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBARRY SLOANEName
TitlePRESIDENTTitle
Phone5165426300Phone
Date Signed2012-05-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL P GOODMANName
PTINP00058991PTIN
Phone5165426300Phone
Date Prepared2012-05-01DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY219019FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses0TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Total Adjusted Net Income0TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss150OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss150TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss22650ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps22650ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss22800TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps22650TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-22800ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY3518SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY452SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV452SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY541942InvestmentsCorpStockBOY
Investments Corp Stock EOY522208InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV218567InvestmentsCorpStockEOYFMV
Total Assets BOY545460TotalAssetsBOY
Total Assets EOY522660TotalAssetsEOY
Total Assets EOYFMV219019TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY545460RetainedEarningsBOY
Retained Earnings EOY522660RetainedEarningsEOY
Total Net Assets BOY545460TotalNetAssetsBOY
Total Net Assets EOY522660TotalNetAssetsEOY
Total Liabilities Net Assets BOY545460TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY522660TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY545460TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-22800ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal522660Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY522660TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year16527QualifyingDistributionsYear1
Noncharitable Assets Year1233141NoncharitableAssetsYear1
Distribution Ratio Year10.027996DistributionRatioYear1
Qualifying Distributions Year26056QualifyingDistributionsYear2
Noncharitable Assets Year271741NoncharitableAssetsYear2
Distribution Ratio Year20.084415DistributionRatioYear2
Qualifying Distributions Year311003QualifyingDistributionsYear3
Noncharitable Assets Year3126623NoncharitableAssetsYear3
Distribution Ratio Year30.086896DistributionRatioYear3
Qualifying Distributions Year416449QualifyingDistributionsYear4
Noncharitable Assets Year4282671NoncharitableAssetsYear4
Distribution Ratio Year40.058191DistributionRatioYear4
Qualifying Distributions Year59650QualifyingDistributionsYear5
Noncharitable Assets Year5222375NoncharitableAssetsYear5
Distribution Ratio Year50.043395DistributionRatioYear5
Total Distribution Ratio0.300893TotalDistributionRatio
Average Distribution Ratio0.060179AverageDistributionRatio
Net Noncharitable Assets282217NetNoncharitableAssets
Adjusted Noncharitable Assets16984AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One16984AdjNonchrtblAssetsAndOnePct
Qualifying Distributions22650QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1JANOVER LLCBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number5165426300BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1100 QUENTIN ROOSEVELT BLVD GARDENAddressLine1
Address Line2CITY NYAddressLine2
CityGARDEN CITYCity
StateNYState
ZIP Code11530ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
BARRY SLOANE
5122 AVALON DRIVE EASTNEW CANAANCT06840PRESIDENT0.00000
CRAIG J BRUNET
10831 EAST RISING SUN DRIVESCOTTSDALEAZ85262TREASURER0.00000
JEFFREY M PLATTE
10 EAST 40TH STREET 46TH FLOORNEW YORKNY10016SECRETARY0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities284751AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1764AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets286515TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets286515AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4298CashDeemedCharitable
Net Noncharitable Assets282217NetNoncharitableAssets
Minimum Investment Return14111MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return14111MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj14111DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded14111DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted14111DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions22650ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions22650QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions22650AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted14111DistributableAmountAsAdjusted
Undistributed Income Prior Year8935UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions22650QualifyingDistributions
Applied To Year18935AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year13715AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY396UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CONSERVATIVE SYNAGOGUE
30 HILLSPOINTWESTPORTCT06880TO FURTHER ITS CHARITABLE PURPOSE$2,716
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231TO FURTHER ITS CHARITABLE PURPOSE$200
THE IMUS CATTLE RANCH FOR KIDS WITH CANCER
PO BOX 250RIBERANM87560TO FURTHER ITS CHARITABLE PURPOSE$19,734
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year22650TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE TAXPAYER IS ELECTING TO APPLY ALL OF THE REMAINING 2010 QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME REMAINING FROM YEARS PRIOR TO 2010 UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2).Election

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockNEWTEK BUSINESS SERVICES, INC.NameOfStock
EOY Book Value522208EOYBookValue
EOYFMV218567EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionANNUAL SERVICE FEEDescription
Revenue And Expenses Per Books150RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameBARRY SLOANEPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line15122 AVALON DRIVE EASTAddressLine1
CityNEW CANAANCity
StateCTState
ZIP Code06840ZIPCode

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