CECELIA JOYCE AND SEWARD JOHNSON: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CECELIA JOYCE AND SEWARD JOHNSON (EIN 22-3048720)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-11
- IRS object ID
- 202411029349100311
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-11T10:37:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE SUITE 301 | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070163618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223048720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CECELIA JOYCE AND SEWARD JOHNSON | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CECE | BusinessNameControlTxt |
| Phone | 2124855400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CRM PO BOX 778 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOYCE H JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124855400 | PhoneNum |
| Signature | 2024-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOYCE | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Preparation | 2024-04-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,955,433 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,987 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $809,050 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,115 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $168,119 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $168,119 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,982 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,982 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,408 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $394,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $394,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $426,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $399,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$258,439 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,111 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,048 | CashBOYAmt |
| Cash EOY | $3,498 | CashEOYAmt |
| Cash EOYFMV | $3,498 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,294 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,092 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,092 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,689,418 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,594,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,035,953 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,318,024 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,184,401 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,868,890 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,087,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,829,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,955,433 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,087,784 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,829,345 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,087,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,829,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,087,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,829,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,087,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$258,439 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,829,345 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,829,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICY TRADED SECURITIES | P | $805,633 | $743,935 | $61,698 | $61,698 |
| CAPITAL GAINS DIVIDENDS | P | $3,417 | $3,417 | $3,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,115 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,961 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,961 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,961 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,813 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,813 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,852 | OverpaymentAmt |
| Applied To ES Tax | $9,852 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CRM MANAGEMENT | IndividualWithBooksNm |
| Phone | 2124855400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 778 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100130778 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOYCE H JOHNSON | ||||||||
| PO BOX 778 | NEW YORK | NY | 10013 | PRESIDENT AND SECRETARY | 1.00 | $0 | $0 | $0 |
| MICHAEL GREENLEAF | ||||||||
| PO BOX 778 | NEW YORK | NY | 10013 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,666,946 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $159,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,826,460 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,826,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,754,063 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,703 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,703 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,961 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,961 | TotalTaxAmt |
| Distributable Before Adj | $235,742 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $235,742 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $235,742 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $399,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $399,550 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $235,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $59,033 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,542 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $831,507 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $98,048 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,098 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,086,228 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $399,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $235,742 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $163,808 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,250,036 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $59,033 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,191,003 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,542 | ExcessFromYear4Amt |
| Excess From Year3 | $831,507 | ExcessFromYear3Amt |
| Excess From Year2 | $98,048 | ExcessFromYear2Amt |
| Excess From Year1 | $64,098 | ExcessFromYear1Amt |
| Excess From Current Year | $163,808 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE CECELIA JOYCE AND SEWARD JOHNSO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 778 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2124855400 | RecipientPhoneNum |
| Form And Info And Materials | NO FORM SPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARTISTS ASSOCIATION OF NANTUCKET | ||||||
| 24 AMELIA DRIVE | NANTUCKET | MA | 02554 | PC | GENERAL OPERATING SUPPORT | $17,500 |
| CURTIS INSTITUTE OF MUSIC | ||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 191036107 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| EUGENE O'NEILL THEATER CENTER | ||||||
| 305 GREAT NECK RD | WATERFORD | CT | 06385 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| GEORGE STREET PLAYHOUSE | ||||||
| PO BOX 194 | NEW BRUNSWICK | NJ | 08903 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| GROUNDS FOR SCULPTURE | ||||||
| 80 SCULPTORS WAY | HAMILTON | NJ | 08619 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| KEY WEST LITERARY SOCIETY | ||||||
| 624 WHITE STREET | KEY WEST | FL | 33040 | PC | ELIZABETH BISHOP HOUSE / CAPITAL CAMPAIGN | $75,000 |
| KEY WEST PLAYERS | ||||||
| 407 WALL STREET | KEY WEST | FL | 33040 | PC | WATERFRONT PLAYHOUSE/ GENERAL OP | $5,000 |
| LAKE HARVEY ASSOCIATION | ||||||
| 722 HARVEY MTN RD | BARNET | VT | 05821 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MCCARTER THEATRE CENTER | ||||||
| 91 UNIVERSITY PLACE | PRINCETON | NJ | 08540 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NANTUCKET FILM FESTIVAL | ||||||
| 1270 AVE OF THE AMERICAS SUITE 400 | NEW YORK | NY | 10020 | PC | MEMBERSHIP DUES | $10,000 |
| NANTUCKET HISTORICAL SOCIETY | ||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| NANTUCKET LAND COUNCIL | ||||||
| 6 ASH LN PO BOX 502 | NANTUCKET | MA | 02554 | PC | IN THE MEMORY OF LARRY BREAKIRON | $3,000 |
| SAKYONG POTRANG | ||||||
| 2525 ARAPAHOE AVE UNIT E4 | BOULDER | CO | 80302 | PC | THE ESTABLISHMENT AND CONTINUITY OF A LINEAGE SEAT IN NEPAL, INCLUDING, BUT NOT LIMITED TO, THE ENTHRONEMENT AND TRAINING OF THE SAKYONG LINEAGE HEIR, JETSUN DRUKMO | $30,000 |
| SCREENWRITERS COLONY | ||||||
| 129 MASPETH AVENUE | BROOKLYN | NY | 11211 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SHIPPENSBURG UNIVERSITY FOUNDATION | ||||||
| 500 NEWBURG ROAD | SHIPPENSBURG | PA | 17257 | PC | ADA HORTON SCHOLARSHIP | $25,000 |
| STOUTSBURG SOURLAND AFRICAN AMERICAN MUSEUM (SSAAM) | ||||||
| PO BOX 162 | HOPEWELL | NJ | 08525 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SUSTAINABLE NANTUCKET | ||||||
| PO BOX 1244 | NANTUCKET | MA | 02554 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| THE CHUBBYS PROJECT | ||||||
| 1 RAILROAD PL | HOPEWELL | NJ | 08525 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| THE FORMAN SCHOOL | ||||||
| 12 NORFOLK RD | LITCHFIELD | CT | 06759 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THEATRE WORKSHOP OF NANTUCKET INC | ||||||
| 53 MAIN STREET 2ND FLOOR | NANTUCKET | MA | 02554 | PC | GENERAL OPERATING SUPPORT | $7,650 |
| THEATRE WORKSHOP OF NANTUCKET INC | ||||||
| 53 MAIN STREET 2ND FLOOR | NANTUCKET | MA | 02554 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THEATRE WORKSHOP OF NANTUCKET INC | ||||||
| 53 MAIN STREET 2ND FLOOR | NANTUCKET | MA | 02554 | PC | STUDIO 65 BENEFIT - PADDLE RAISE | $5,000 |
| TYPE MEDIA CENTER | ||||||
| 116 E 16TH STREET 8TH FLOOR | NEW YORK | NY | 10003 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $394,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,987 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,115 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $168,119 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,119 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 104.000 SHARES OF SALESFORCE COM INC | $22,572 | $27,367 |
| 106.000 SHARES OF MCDONALDS CORP | $23,937 | $31,430 |
| 120.000 SHARES OF AUTOMATIC DATA PROCESSING | $26,057 | $27,956 |
| 122.000 SHARES OF APPLIED MATERIALS | $15,382 | $19,773 |
| 125.000 SHARES OF REPUBLIC SERVICES INC | $11,056 | $20,614 |
| 129.000 SHARES OF ABBOTT LABS | $14,144 | $14,199 |
| 135.000 SHARES OF VISA INC CL A | $25,750 | $35,147 |
| 136.000 SHARES OF META PLATFORMS INC CL A | $40,681 | $48,139 |
| 137.000 SHARES OF UNION PACIFIC CORP | $25,627 | $33,650 |
| 14.000 SHARES OF BROADCOM INC | $11,943 | $15,628 |
| 142.000 SHARES OF ACCENTURE PLC IRELAND CL A | $37,340 | $49,829 |
| 144.000 SHARES OF MARSH & MCLENNAN COS INC | $15,677 | $27,284 |
| 15.000 SHARES OF ASML HLDG NV SPON ADR | $9,468 | $11,354 |
| 151.000 SHARES OF ADVANCED MICRO DEVICES INC | $14,644 | $22,259 |
| 153.000 SHARES OF CHUBB LTD CHF | $24,543 | $34,578 |
| 159.000 SHARES OF NIKE INC CL B | $21,900 | $17,263 |
| 16.000 SHARES OF O REILLY AUTOMOTIVE INC | $7,526 | $15,201 |
| 176.000 SHARES OF AMER ELECTRIC POWER CO | $16,095 | $14,295 |
| 190.000 SHARES OF ANALOG DEVICES INC | $33,657 | $37,726 |
| 195.000 SHARES OF UNITED PARCEL SERVICE INC CL B | $34,326 | $30,660 |
| 201.000 SHARES OF PROCTER & GAMBLE CO | $27,766 | $29,454 |
| 239.000 SHARES OF TJX COS INC NEW | $13,672 | $22,421 |
| 252.000 SHARES OF JPMORGAN CHASE & CO | $28,005 | $42,865 |
| 253.000 SHARES OF BOSTON SCIENTIFIC CORP | $10,061 | $14,626 |
| 257.000 SHARES OF ABBVIE INC COM | $37,640 | $39,827 |
| 264.000 SHARES OF PROLOGIS INC | $32,166 | $35,191 |
| 28.000 SHARES OF THERMO FISHER SCIENTIFIC INC | $14,016 | $14,862 |
| 30.000 SHARES OF ROCKWELL AUTOMATION INC NEW | $7,022 | $9,314 |
| 32.000 SHARES OF S&P GLOBAL | $11,807 | $14,097 |
| 33.000 SHARES OF COSTCO WHOLESALE CORP | $14,616 | $21,783 |
| 337.000 SHARES OF MORGAN STANLEY | $31,232 | $31,425 |
| 339.000 SHARES OF COCA COLA | $20,781 | $19,977 |
| 351.000 SHARES OF ABBOTT LABS | $37,045 | $38,634 |
| 357.000 SHARES OF MICROSOFT CORP | $79,046 | $134,246 |
| 360.000 SHARES OF APPLE INC | $41,785 | $69,311 |
| 368.000 SHARES OF MICROSOFT CORP | $82,415 | $138,383 |
| 37.000 SHARES OF DANAHER CORP | $7,995 | $8,560 |
| 380.000 SHARES OF NEXTERA ENERGY INC COM | $28,329 | $23,081 |
| 382.000 SHARES OF STARBUCKS CORP | $39,935 | $36,676 |
| 39.000 SHARES OF INTUIT | $16,828 | $24,376 |
| 40.000 SHARES OF AMERIPRISE FINANCIAL | $6,392 | $15,193 |
| 42.000 SHARES OF BLACKROCK INC | $27,516 | $34,095 |
| 42.000 SHARES OF DIAGEO PLC NEW GB SPON ADR | $7,017 | $6,118 |
| 43.000 SHARES OF INTUITIVE SURGICAL INC | $11,618 | $14,506 |
| 443.000 SHARES OF TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $40,611 | $46,072 |
| 446.000 SHARES OF ORACLE CORP | $34,856 | $47,022 |
| 478.000 SHARES OF ALPHABET INC CL A | $46,254 | $66,772 |
| 50.000 SHARES OF PALO ALTO NETWORKS INC | $7,878 | $14,744 |
| 510.000 SHARES OF AMAZON COM INC | $82,184 | $77,489 |
| 52.000 SHARES OF BROADCOM | $29,027 | $58,045 |
| 52.000 SHARES OF MASTERCARD INC CL A | $19,692 | $22,179 |
| 52.000 SHARES OF TRANE TECHNOLOGIES PLC | $10,318 | $12,683 |
| 56.000 SHARES OF UNITEDHEALTH GROUP INC | $26,752 | $29,482 |
| 60.000 SHARES OF LILLY ELI & CO | $20,500 | $34,975 |
| 617.000 SHARES OF COCA COLA CO INC | $30,741 | $36,360 |
| 63.000 SHARES OF SHERWIN WILLIAMS CO | $14,165 | $19,650 |
| 73.000 SHARES OF ACCENTURE PLC IRELAND A | $20,049 | $25,616 |
| 76.000 SHARES OF UNION PACIFIC CORP | $16,896 | $18,667 |
| 8.000 SHARES OF CHIPOTLE MEXICAN GRILL INC | $15,270 | $18,296 |
| 84.000 SHARES OF UNITEDHEALTH GROUP | $40,289 | $44,223 |
| 90.000 SHARES OF HOME DEPOT INC | $26,374 | $31,189 |
| 94.000 SHARES OF LINDE PLC EUR | $23,665 | $38,607 |
| 95.000 SHARES OF AMERICAN TOWER CORP REIT | $21,803 | $20,509 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,672.000 SHARES OF VANGUARD SMALL-CAP ETF | AT COST | $264,939 | $356,688 |
| 13,965.185 SHARES OF ACAP STRATEGIC FUND | AT COST | $361,447 | $252,211 |
| 15,061.552 SHARES OF FIRST EAGLE OVERSEAS FUND CLASS I | AT COST | $355,619 | $374,430 |
| 2,171.000 SHARES OF VANGUARD MID-CAP ETF | AT COST | $358,094 | $467,374 |
| 2,259.631 SHARES OF VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL | AT COST | $307,600 | $230,053 |
| 2,877.000 SHARES OF ISHARES 20+ YEAR TREAS BOND | AT COST | $462,344 | $284,478 |
| 49,778.692 SHARES OF VANGUARD CORE BOND FUND CLASS ADMIRAL | AT COST | $1,074,358 | $903,656 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS FEES | CategoryTxt |
| Amt | $26,982 | Amt |
| Net Investment Income | $26,982 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $26 | Amt |
| Net Investment Income | $26 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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