CECELIA JOYCE AND SEWARD JOHNSON: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CECELIA JOYCE AND SEWARD JOHNSON (EIN 22-3048720)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-27
- IRS object ID
- 202311179349100141
- Schema version
- 2022v5.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-27T12:44:01-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-04-27 | 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 | 2122862600 | PhoneNum |
| Preparation | 2023-04-27 | 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 | 2022 | 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 | $4,624,054 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $81,034 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,034 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,076 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $661,599 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,076 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,122 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,122 | 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 |
| Legal Fees Rev And Expnss | $596 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $596 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,084 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,084 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $231 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $231 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,084 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,977 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $339,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,084 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $311,902 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$256,864 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,038 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $195,949 | CashBOYAmt |
| Cash EOY | $34,048 | CashEOYAmt |
| Cash EOYFMV | $34,048 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $86,197 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,294 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,294 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,668,297 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,689,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,793,169 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,394,205 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,318,024 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,750,543 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,344,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,087,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,624,054 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,344,648 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,087,784 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,344,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,087,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,344,648 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,087,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,344,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$256,864 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,087,784 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,087,784 | 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 | $637,817 | $659,523 | -$21,706 | -$21,706 |
| CAPITAL GAINS DIVIDENDS | P | $23,782 | $23,782 | $23,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,076 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $765 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $765 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $765 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,578 | 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 | $12,578 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,813 | OverpaymentAmt |
| Applied To ES Tax | $11,813 | 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 | $4,877,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,047,083 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,047,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,971,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $248,569 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $248,569 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $765 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $765 | TotalTaxAmt |
| Distributable Before Adj | $247,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $247,804 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $247,804 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $311,902 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $311,902 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $247,804 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,601 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,033 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,542 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $831,507 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $98,048 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,033,731 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $311,902 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $247,804 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,098 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,097,829 | 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 | $11,601 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,086,228 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,033 | ExcessFromYear4Amt |
| Excess From Year3 | $33,542 | ExcessFromYear3Amt |
| Excess From Year2 | $831,507 | ExcessFromYear2Amt |
| Excess From Year1 | $98,048 | ExcessFromYear1Amt |
| Excess From Current Year | $64,098 | 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 (19 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 |
| 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 | $10,000 |
| KINGDOM COUNTY PRODUCTIONS | ||||||
| 949 SOMERS RD | BARNET | VT | 05821 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| 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 | $7,500 |
| 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 | $2,500 |
| SAKYONG POTRANG | ||||||
| 2525 ARAPAHOE AVE UNIT E4 | BOULDER | CO | 80302 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| 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 | $26,125 |
| 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 | $25,000 |
| THEATRE WORKSHOP OF NANTUCKET INC | ||||||
| 53 MAIN STREET 2ND FLOOR | NANTUCKET | MA | 02554 | PC | GENERAL OPERATING SUPPORT | $15,300 |
| THEATRE WORKSHOP OF NANTUCKET INC | ||||||
| 53 MAIN STREET 2ND FLOOR | NANTUCKET | MA | 02554 | PC | STUDIO 65 BENEFIT - PADDLE RAISE | $6,000 |
| THEATRE WORKSHOP OF NANTUCKET | ||||||
| 53 MAIN STREET 2ND FLOOR | NANTUCKET | MA | 02554 | PC | MEMBERSHIP DUES | $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 | $300,925 | 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 | $12 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,034 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,076 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,122 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,122 | 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 | $10,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 102.000 SHARES OF ACCENTURE PLC IRELAND A | $25,161 | $27,218 |
| 103.000 SHARES OF LINDE PLC EUR | $22,976 | $33,597 |
| 113.000 SHARES OF DISCOVER FINANCIAL SERVICES | $13,989 | $11,055 |
| 119.000 SHARES OF TEXAS INSTRUMENTS | $21,327 | $19,661 |
| 121.000 SHARES OF PROCTER & GAMBLE CO | $16,831 | $18,339 |
| 132.000 SHARES OF SALESFORCE COM INC | $29,821 | $17,502 |
| 134.000 SHARES OF REPUBLIC SERVICES INC | $11,843 | $17,285 |
| 140.000 SHARES OF NIKE INC CL B | $19,910 | $16,381 |
| 140.000 SHARES OF UNION PACIFIC CORP | $25,768 | $28,990 |
| 143.000 SHARES OF DIAGEO PLC NEW GB SPON ADR | $18,953 | $25,481 |
| 152.000 SHARES OF ABBOTT LABS | $17,202 | $16,688 |
| 154.000 SHARES OF MCDONALDS CORP | $34,349 | $40,584 |
| 162.000 SHARES OF MARSH & MCLENNAN COS INC | $17,625 | $26,808 |
| 165.000 SHARES OF CHUBB LTD CHF | $21,723 | $36,399 |
| 166.000 SHARES OF VISA INC CL A | $31,388 | $34,488 |
| 174.000 SHARES OF PROLOGIS INC COM | $18,834 | $19,615 |
| 176.000 SHARES OF UNITED PARCEL SERVICE INC CL B | $31,375 | $30,596 |
| 177.000 SHARES OF ANALOG DEVICES INC | $29,357 | $29,033 |
| 179.000 SHARES OF TEXAS INSTRUMENTS | $25,772 | $29,574 |
| 193.000 SHARES OF APPLIED MATERIALS | $23,437 | $18,794 |
| 195.000 SHARES OF ABBOTT LABS | $18,785 | $21,409 |
| 20.000 SHARES OF O REILLY AUTOMOTIVE INC | $8,796 | $16,881 |
| 223.000 SHARES OF MORGAN STANLEY | $22,612 | $18,959 |
| 233.000 SHARES OF JPMORGAN CHASE & CO | $24,594 | $31,245 |
| 241.000 SHARES OF PROCTER & GAMBLE CO | $33,299 | $36,526 |
| 243.000 SHARES OF ABBVIE INC COM | $36,010 | $39,271 |
| 244.000 SHARES OF PROLOGIS INC | $29,924 | $27,506 |
| 257.000 SHARES OF TJX COS INC NEW | $14,619 | $20,457 |
| 261.000 SHARES OF COCA COLA | $15,861 | $16,602 |
| 271.000 SHARES OF STARBUCKS CORP | $28,660 | $26,883 |
| 275.000 SHARES OF AMER ELECTRIC POWER CO | $25,009 | $26,111 |
| 299.000 SHARES OF CISCO SYSTEMS INC | $10,722 | $14,244 |
| 30.000 SHARES OF BLACKROCK INC | $19,425 | $21,259 |
| 30.000 SHARES OF THERMO FISHER SCIENTIFIC INC | $14,978 | $16,521 |
| 325.000 SHARES OF ABBOTT LABS | $34,375 | $35,682 |
| 33.000 SHARES OF ROCKWELL AUTOMATION INC NEW | $7,724 | $8,500 |
| 35.000 SHARES OF S&P GLOBAL | $12,947 | $11,723 |
| 36.000 SHARES OF PARKER HANNIFIN CORP | $9,860 | $10,476 |
| 394.000 SHARES OF APPLE INC | $44,621 | $51,192 |
| 412.000 SHARES OF MICROSOFT CORP | $91,433 | $98,806 |
| 412.000 SHARES OF NEXTERA ENERGY INC COM | $30,845 | $34,443 |
| 414.000 SHARES OF MICROSOFT CORP | $89,299 | $99,285 |
| 428.000 SHARES OF TRUST FINL CORP | $22,838 | $18,417 |
| 43.000 SHARES OF AMERIPRISE FINANCIAL | $6,871 | $13,389 |
| 43.000 SHARES OF COSTCO WHOLESALE CORP | $18,298 | $19,630 |
| 442.000 SHARES OF ORACLE CORP | $33,066 | $36,129 |
| 49.000 SHARES OF DOLLAR GEN CORP NEW | $10,455 | $12,066 |
| 504.000 SHARES OF BOSTON SCIENTIFIC CORP | $19,946 | $23,320 |
| 53.000 SHARES OF LILLY ELI & CO | $17,787 | $19,390 |
| 54.000 SHARES OF HOME DEPOT | $15,817 | $17,056 |
| 54.000 SHARES OF LAUDER ESTEE CO CL A | $13,082 | $13,398 |
| 540.000 SHARES OF AMAZON COM INC | $86,977 | $45,360 |
| 56.000 SHARES OF UNITEDHEALTH GROUP INC | $23,306 | $29,690 |
| 569.000 SHARES OF COCA COLA CO INC | $27,631 | $36,194 |
| 57.000 SHARES OF DANAHER CORP | $13,743 | $15,129 |
| 61.000 SHARES OF AMGEN INC | $13,626 | $16,021 |
| 66.000 SHARES OF AUTOMATIC DATA PROCESSING | $13,558 | $15,765 |
| 660.000 SHARES OF ALPHABET INC CL A | $56,442 | $58,232 |
| 68.000 SHARES OF INTUITIVE SURGICAL INC | $19,279 | $18,044 |
| 71.000 SHARES OF BROADCOM | $36,730 | $39,698 |
| 77.000 SHARES OF SHERWIN WILLIAMS CO | $17,315 | $18,274 |
| 79.000 SHARES OF UNION PACIFIC CORP | $17,292 | $16,359 |
| 82.000 SHARES OF AMERICAN TOWER CORP REIT | $19,422 | $17,373 |
| 87.000 SHARES OF PALO ALTO NETWORKS INC | $14,424 | $12,140 |
| 88.000 SHARES OF UNITEDHEALTH GROUP | $41,755 | $46,656 |
| 90.000 SHARES OF HOME DEPOT INC | $26,239 | $28,427 |
| 94.000 SHARES OF INTUITIVE SURGICAL INC | $21,480 | $24,943 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,826.000 SHARES OF VANGUARD SMALL-CAP ETF | AT COST | $289,341 | $335,144 |
| 13,965.185 SHARES OF ACAP STRATEGIC FUND | AT COST | $361,447 | $197,049 |
| 15,361.645 SHARES OF FIRST EAGLE OVERSEAS FUND CLASS I | AT COST | $362,423 | $353,625 |
| 2,171.000 SHARES OF VANGUARD MID-CAP ETF | AT COST | $386,970 | $442,472 |
| 2,564.574 SHARES OF VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL | AT COST | $350,379 | $231,837 |
| 3,007.000 SHARES OF ISHARES 20+ YEAR TREAS BOND | AT COST | $483,235 | $299,377 |
| 49,778.692 SHARES OF VANGUARD CORE BOND FUND CLASS ADMIRAL | AT COST | $1,084,229 | $891,039 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $596 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $596 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $31 | $0 | $31 |
| PAYROLL SERVICE FEES | $200 | $0 | $200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS FEES | CategoryTxt |
| Amt | $28,084 | Amt |
| Net Investment Income | $28,084 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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