CECELIA JOYCE AND SEWARD JOHNSON: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CECELIA JOYCE AND SEWARD JOHNSON (EIN 22-3048720)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-14
- IRS object ID
- 202521049349100012
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-14T10:38:42-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANAN SAMARA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Preparation | 2025-04-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,313,966 | 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 | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,205 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $213,037 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $983,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,037 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $332,271 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $332,271 | 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 | $5,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,529 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,529 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $201 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $201 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,260 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,085 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,905 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,685 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $293,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $293,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $343,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,905 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $314,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $303,366 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,498 | CashBOYAmt |
| Cash EOY | $5,012 | CashEOYAmt |
| Cash EOYFMV | $5,012 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $47,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $160,042 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $160,042 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,594,354 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,637,191 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,357,472 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,184,401 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,015,881 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,791,440 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,829,345 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,818,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,313,966 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,829,345 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,818,126 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,829,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,818,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,829,345 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,818,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,829,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,219 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,818,126 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,818,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $957,745 | $770,039 | $187,706 | $187,706 | |
| CAPITAL GAINS DIVIDENDS | $25,331 | $25,331 | $25,331 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,037 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,217 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,217 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,217 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,852 | 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 | $9,852 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,635 | OverpaymentAmt |
| Applied To ES Tax | $5,635 | 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 | $4,939,132 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $220,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,159,627 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,159,627 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,394 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,082,233 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $254,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $254,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,217 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,217 | TotalTaxAmt |
| Distributable Before Adj | $249,895 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $249,895 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $249,895 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $314,585 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $314,585 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $249,895 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $33,542 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $831,507 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $98,048 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,098 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $163,808 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,191,003 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $314,585 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $249,895 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,690 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,255,693 | 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 | $33,542 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,222,151 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $831,507 | ExcessFromYear4Amt |
| Excess From Year3 | $98,048 | ExcessFromYear3Amt |
| Excess From Year2 | $64,098 | ExcessFromYear2Amt |
| Excess From Year1 | $163,808 | ExcessFromYear1Amt |
| Excess From Current Year | $64,690 | 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTISTS ASSOCIATION OF NANTUCKET | |||||||
| 24 AMELIA DRIVE | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 |
| ARTISTS ASSOCIATION OF NANTUCKET | |||||||
| 24 AMELIA DRIVE | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| EUGENE O'NEILL THEATER CENTER | |||||||
| 305 GREAT NECK RD | WATERFORD | CT | 06385 | N/A | PC | MONTE CRISTO AWARDS | $21,500 |
| FRACTURED ATLAS | |||||||
| 228 PARK AVENUE SOUTH SUITE 56651 | NEW YORK | NY | 100031502 | N/A | PC | SCREEN PLAY SUPPORT | $1,500 |
| FRACTURED ATLAS | |||||||
| 228 PARK AVENUE SOUTH SUITE 56651 | NEW YORK | NY | 100031502 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 |
| GEORGE STREET PLAYHOUSE | |||||||
| PO BOX 194 | NEW BRUNSWICK | NJ | 08903 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| GROUNDS FOR SCULPTURE | |||||||
| 80 SCULPTORS WAY | HAMILTON | NJ | 08619 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| KEY WEST LITERARY SOCIETY | |||||||
| 624 WHITE STREET | KEY WEST | FL | 33040 | N/A | PC | ELIZABETH BISHOP HOUSE | $8,000 |
| KEY WEST LITERARY SOCIETY | |||||||
| 624 WHITE STREET | KEY WEST | FL | 33040 | N/A | PC | ELIZABETH BISHOP HOUSE | $25,000 |
| KEY WEST PLAYERS | |||||||
| 407 WALL STREET | KEY WEST | FL | 33040 | N/A | PC | WATERFRONT PLAYHOUSE | $5,000 |
| KINGDOM COUNTY PRODUCTIONS | |||||||
| 949 SOMERS ROAD | BARNET | VT | 05821 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| LAKE HARVEY ASSOCIATION | |||||||
| 722 HARVEY MTN RD | BARNET | VT | 05821 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MCCARTER THEATRE CENTER | |||||||
| 91 UNIVERSITY PLACE | PRINCETON | NJ | 08540 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NANTUCKET HISTORICAL SOCIETY | |||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| OHU GIFT FOUNDATION | |||||||
| 75 MURRAY ST | NEW YORK | NY | 10007 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SAKYONG POTRANG | |||||||
| 2525 ARAPAHOE AVE UNIT E4 | BOULDER | CO | 80302 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 |
| SCREENWRITERS COLONY | |||||||
| 129 MASPETH AVENUE | BROOKLYN | NY | 11211 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SHIPPENSBURG UNIVERSITY FOUNDATION | |||||||
| 500 NEWBURG ROAD | SHIPPENSBURG | PA | 17257 | N/A | PC | ADA HORTON SCHOLARSHIP | $25,000 |
| THEATRE WORKSHOP OF NANTUCKET INC | |||||||
| 53 MAIN STREET 2ND FLOOR | NANTUCKET | MA | 02554 | N/A | PC | BENEFIT TABLE | $11,400 |
| THEATRE WORKSHOP OF NANTUCKET INC | |||||||
| 53 MAIN STREET 2ND FLOOR | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| TODD MERTZ CO SHINZEN YOUNG FOUNDATION | |||||||
| 42 MANOR LN N | YARDLEY | PA | 19067 | N/A | PC | FBO TO SUPPORT THE MIND BOD POD WITH JEFF AND TASHA | $5,000 |
| TOWN OF BARNET | |||||||
| C/O JOE BREIDENSTEIN PO BOX 34 | BARNET | VT | 05821 | N/A | PC | FLOOD RELIEF FUND | $5,000 |
| TYPE MEDIA CENTER | |||||||
| 116 E 16TH STREET 8TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $293,900 | 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 | $29 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,205 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $213,037 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $332,271 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $332,271 | 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 | $5,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 112.000 SHARES OF AMER EXPRESS CO | $26,847 | $33,240 |
| 117.000 SHARES OF CHUBB LTD CHF | $19,885 | $32,327 |
| 123.000 SHARES OF MARSH & MCLENNAN COS INC | $18,309 | $26,126 |
| 123.000 SHARES OF VISA INC CL A | $23,567 | $38,873 |
| 125.000 SHARES OF META PLATFORMS INC CL A | $37,531 | $73,189 |
| 13.000 SHARES OF O REILLY AUTOMOTIVE INC | $8,011 | $15,415 |
| 135.000 SHARES OF HOME DEPOT INC | $42,708 | $52,514 |
| 135.000 SHARES OF ORACLE CORP | $22,941 | $22,496 |
| 139.000 SHARES OF ADVANCED MICRO DEVICES INC | $13,566 | $16,790 |
| 145.000 SHARES OF UNION PACIFIC CORP | $29,679 | $33,066 |
| 150.000 SHARES OF TEXAS INSTRUMENT | $30,558 | $28,127 |
| 151.000 SHARES OF AUTOMATIC DATA PROCESSING | $33,922 | $44,202 |
| 161.000 SHARES OF ABBVIE INC COM | $23,188 | $28,610 |
| 162.000 SHARES OF ANALOG DEVICES INC | $30,150 | $34,419 |
| 180.000 SHARES OF PROCTER & GAMBLE CO | $24,862 | $30,177 |
| 196.000 SHARES OF BOSTON SCIENTIFIC CORP | $7,832 | $17,507 |
| 20.000 SHARES OF KLA CORP | $12,778 | $12,602 |
| 21.000 SHARES OF S&P GLOBAL | $7,609 | $10,459 |
| 221.000 SHARES OF TJX COS INC NEW | $12,725 | $26,699 |
| 23.000 SHARES OF AMERIPRISE FINANCIAL | $3,675 | $12,246 |
| 23.000 SHARES OF THERMO FISHER SCIENTIFIC INC | $12,105 | $11,965 |
| 238.000 SHARES OF JPMORGAN CHASE & CO | $32,062 | $57,051 |
| 25.000 SHARES OF ASML HLDG NV SPON ADR | $18,936 | $17,327 |
| 27.000 SHARES OF INTUIT | $11,689 | $16,970 |
| 285.000 SHARES OF BROADCOM INC | $33,823 | $66,074 |
| 295.000 SHARES OF ORACLE CORP | $24,471 | $49,159 |
| 304.000 SHARES OF MORGAN STANLEY | $26,807 | $38,220 |
| 312.000 SHARES OF CHIPOTLE MEXICAN GRILL INC | $12,993 | $18,815 |
| 326.000 SHARES OF TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $31,680 | $64,383 |
| 33.000 SHARES OF UNITEDHEALTH GROUP INC | $16,160 | $16,693 |
| 343.000 SHARES OF PROLOGIS INC | $41,712 | $36,255 |
| 351.000 SHARES OF MICROSOFT CORP | $83,145 | $147,947 |
| 36.000 SHARES OF EATON CORP | $13,531 | $11,947 |
| 361.000 SHARES OF MICROSOFT CORP | $86,677 | $152,162 |
| 367.000 SHARES OF TJX COS | $38,736 | $44,337 |
| 37.000 SHARES OF ADOBE INC | $20,720 | $16,453 |
| 377.000 SHARES OF ABBOTT LABS | $39,630 | $42,642 |
| 384.000 SHARES OF APPLE INC | $53,115 | $96,161 |
| 40.000 SHARES OF INTUITIVE SURGICAL INC | $10,706 | $20,878 |
| 43.000 SHARES OF BLACKROCK INC | $29,922 | $44,080 |
| 464.000 SHARES OF AMAZON COM INC | $74,834 | $101,797 |
| 466.000 SHARES OF BROADCOM | $37,008 | $108,037 |
| 478.000 SHARES OF ALPHABET INC CL A | $36,689 | $60,765 |
| 49.000 SHARES OF LILLY ELI & CO | $17,112 | $37,828 |
| 500.000 SHARES OF NEXTERA ENERGY INC COM | $36,174 | $35,845 |
| 51.000 SHARES OF SHERWIN WILLIAMS CO | $12,658 | $17,336 |
| 55.000 SHARES OF UNION PACIFIC CORP | $12,289 | $12,542 |
| 559.000 SHARES OF COCA COLA CO INC | $27,940 | $34,803 |
| 59.000 SHARES OF MASTERCARD INC CL A | $23,963 | $31,068 |
| 61.000 SHARES OF REPUBLIC SERVICES INC | $5,463 | $12,272 |
| 67.000 SHARES OF TRANE TECHNOLOGIES PLC | $15,795 | $24,746 |
| 71.000 SHARES OF LINDE PLC EUR | $21,252 | $29,726 |
| 71.000 SHARES OF SALESFORCE COM INC | $14,441 | $23,737 |
| 74.000 SHARES OF AMERICAN TOWER CORP REIT | $16,915 | $13,572 |
| 766.000 SHARES OF NVIDIA CORP | $85,452 | $102,866 |
| 84.000 SHARES OF ACCENTURE PLC IRELAND A | $24,931 | $29,550 |
| 85.000 SHARES OF PROGRESSIVE CORP OHIO | $18,855 | $20,367 |
| 90.000 SHARES OF UNITEDHEALTH GROUP | $43,448 | $45,527 |
| 94.000 SHARES OF PALO ALTO NETWORKS INC | $10,563 | $17,104 |
| 97.000 SHARES OF ABBOTT LABS | $10,244 | $10,972 |
| 98.000 SHARES OF MCDONALDS CORP | $22,202 | $28,409 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,443.000 SHARES OF VANGUARD SMALL-CAP ETF | AT COST | $228,652 | $346,724 |
| 1,736.000 SHARES OF VANGUARD MID-CAP ETF | AT COST | $309,433 | $458,530 |
| 13,965.185 SHARES OF ACAP STRATEGIC FUND | AT COST | $361,447 | $321,618 |
| 14,122.233 SHARES OF FIRST EAGLE OVERSEAS FUND CLASS I | AT COST | $335,941 | $345,571 |
| 2,168.944 SHARES OF VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL | AT COST | $288,957 | $220,300 |
| 2,877.000 SHARES OF ISHARES 20+ YEAR TREAS BOND | AT COST | $462,344 | $251,248 |
| 47,878.488 SHARES OF VANGUARD CORE BOND FUND CLASS ADMIRAL | AT COST | $1,029,107 | $847,449 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $85 | $0 | $85 |
| BANK FEES | $175 | $175 | $0 |
| CHARITABLE MEMBERSHIP DUES | $15,000 | $0 | $15,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $28,529 | Amt |
| Net Investment Income | $28,529 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $201 | Amt |
| Net Investment Income | $201 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments