CECELIA JOYCE AND SEWARD JOHNSON: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CECELIA JOYCE AND SEWARD JOHNSON (EIN 22-3048720)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-04
- IRS object ID
- 202231249349102083
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-04T16:27:56-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-05-02 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2022-05-02 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,106,436 | 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 | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $196,037 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,124,735 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $196,037 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $287,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $287,051 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,373 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $39,373 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,889 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,889 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $168 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $168 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,411 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,411 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $68,343 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $343 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,845 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,845 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $151,029 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,754 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $341,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $341,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $492,529 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,754 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $390,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$205,478 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $253,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,594 | CashBOYAmt |
| Cash EOY | $195,949 | CashEOYAmt |
| Cash EOYFMV | $195,949 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $143,980 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,197 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,197 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,611,123 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,668,297 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,199,961 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,790,302 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,394,205 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,624,329 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $127 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,550,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,344,648 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,106,436 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,550,126 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,344,648 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,550,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,344,648 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,550,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,344,648 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,550,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$205,478 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,344,648 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,344,648 | 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 PUBLICLY TRADED SECURITIES | P | $1,070,810 | $928,698 | $142,112 | $142,112 |
| CAPITAL GAINS DIVIDENDS | P | $53,925 | $53,925 | $53,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $196,037 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,521 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,521 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,521 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,106 | 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 | $16,106 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,585 | OverpaymentAmt |
| Applied To ES Tax | $12,585 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 | $5,807,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,015,179 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,015,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,924,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $296,248 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $296,248 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,521 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,521 | TotalTaxAmt |
| Distributable Before Adj | $292,727 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $292,727 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $292,727 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $390,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $390,775 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $96,934 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,601 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,033 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,542 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $831,507 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,032,617 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $390,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $292,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $98,048 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,130,665 | 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 | $96,934 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,033,731 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,601 | ExcessFromYear4Amt |
| Excess From Year3 | $59,033 | ExcessFromYear3Amt |
| Excess From Year2 | $33,542 | ExcessFromYear2Amt |
| Excess From Year1 | $831,507 | ExcessFromYear1Amt |
| Excess From Current Year | $98,048 | 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 | $10,000 |
| ARTISTS ASSOCIATION OF NANTUCKET | ||||||
| 24 AMELIA DRIVE | NANTUCKET | MA | 02554 | PC | 2021 GALA | $10,000 |
| COOKE SCHOOL AND INSTITUTE | ||||||
| 1713 MADISON AVENUE | NEW YORK | NY | 10029 | PC | IN HONOR OF CARRIE MALCOLM | $25,000 |
| FINGER LAKES LAND TRUST | ||||||
| 202 E COURT ST | ITHACA | NY | 14850 | PC | ALISON LURIE - IN MEMORY | $2,500 |
| GEORGE STREET PLAYHOUSE | ||||||
| PO BOX 194 | NEW BRUNSWICK | NJ | 08903 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| GROUNDS FOR SCULPTURE INC | ||||||
| 80 SCULPTORS WAY | HAMILTON | NJ | 08619 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| HAMILTON AREA YMCA | ||||||
| 1315 WHITEHOUSE MERCERVILLE RD | HAMILTON | NJ | 08619 | PC | JACK RAFFERTY - IN MEMORY | $5,000 |
| KARME CHOLING SHAMBHALA MEDITATION CENTER | ||||||
| 369 PATNEAUDE LANE | BARNE | VT | 05821 | PC | FOR CABINS | $12,000 |
| KARME CHOLING SHAMBHALA MEDITATION CENTER | ||||||
| 369 PATNEAUDE LANE | BARNE | VT | 05821 | PC | CAPITAL FUNDS | $3,000 |
| LIBRARY OF AMERICA DBA LITERARY CLASSICS OF THE US | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL OPERATING SUPPORT | $3,000 |
| MCCARTER THEATRE CENTER | ||||||
| 91 UNIVERSITY PLACE | PRINCETON | NJ | 08540 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NANTUCKET DREAMLAND | ||||||
| PO BOX 989 | NANTUCKET | MA | 02554 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| NANTUCKET FILM FESTIVAL | ||||||
| 1270 AVE OF THE AMERICAS SUITE 400 | NEW YORK | NY | 10020 | PC | GENERAL OPERATING SUPPORT | $7,500 |
| NANTUCKET HISTORICAL SOCIETY | ||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| PARITY PRODUCTIONS | ||||||
| 450 W 17TH ST APT 604 | NEW YORK | NY | 10011 | POF | 2021 CONTRIBUTION - FOR PROJECT "MIRRORS" | $5,000 |
| ROWAN UNIVERSITY FOUNDATION INC | ||||||
| 201 MULLICA HILL ROAD | GLASSBORO | NJ | 08028 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| SAKYONG POTRANG | ||||||
| 2525 ARAPAHOE SUITE E-4 931 | BOULDER | CO | 80302 | PC | MG DISCRETIONARY | $8,000 |
| SCREENWRITERS COLONY | ||||||
| 129 MASPETH AVENUE | BROOKLYN | NY | 11211 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SOURLAND CONSERVANCY | ||||||
| 83 PRINCETON AVENUE SUITE 1A | HOPEWELL | NJ | 08525 | PC | GENERAL OPERATING SUPPORT | $500 |
| THE FORMAN SCHOOL INC | ||||||
| 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 | BOARD 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 | $341,500 | 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 | $9 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,005 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $196,037 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $287,051 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $287,051 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARITY PRODUCTIONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 W 17TH ST APT 604 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-07-19 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | 2021 CONTRIBUTION - FOR PROJECT "MIRRORS" | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 4/27/2022 | DatesOfReportsByGranteeTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 106 SHARES OF UNION PACIFIC CORP | $23,350 | $26,705 |
| 108 SHARES OF SALESFORCE COM INC | $26,043 | $27,446 |
| 112 SHARES OF LOWES COMPANIES | $19,167 | $28,950 |
| 113 SHARES OF TEXAS INSTRUMENTS | $20,262 | $21,297 |
| 116 SHARES OF AUTOMATIC DATA PROCESSING | $22,272 | $28,603 |
| 116 SHARES OF UNION PACIFIC CORP | $20,434 | $29,224 |
| 121 SHARES OF INTERCONTINENTAL EXCHANGE GROUP | $11,443 | $16,549 |
| 127 SHARES OF LINDE PLC EUR | $27,972 | $43,997 |
| 138 SHARES OF AMGEN INC | $30,314 | $31,046 |
| 146 SHARES OF APPLIED MATERIALS | $17,929 | $22,975 |
| 158 SHARES OF AMER ELECTRIC POWER CO | $14,489 | $14,057 |
| 162 SHARES OF MCDONALDS CORP | $35,921 | $43,427 |
| 165 SHARES OF DIAGEO PLC NEW GB SPON ADR | $21,703 | $36,323 |
| 167 SHARES OF META PLATFORMS INC CLA A | $45,506 | $56,170 |
| 169 SHARES OF MARSH & MCLENNAN COS INC | $18,141 | $29,376 |
| 174 SHARES OF UNITED PARCEL SERVICE INC CL B | $29,755 | $37,295 |
| 181 SHARES OF FIDELITY NATL INFORMATION SVCS | $23,863 | $19,756 |
| 182 SHARES OF REPUBLIC SERVICES INC | $15,947 | $25,380 |
| 186 SHARES OF NEXTERA ENERGY INC COM | $13,879 | $17,365 |
| 187 SHARES OF TEXAS INSTRUMENTS | $26,793 | $35,244 |
| 188 SHARES OF CHUBB LTD CHF | $24,477 | $36,342 |
| 190 SHARES OF ABBOTT LABS | $21,599 | $26,741 |
| 190 SHARES OF VISA INC CL A | $35,753 | $41,175 |
| 20 SHARES OF THERMO FISHER SCIENTIFIC INC | $9,623 | $13,345 |
| 203 SHARES OF DISCOVER FINANCIAL SERVICES | $23,196 | $23,459 |
| 219 SHARES OF ANALOG DEVICES | $35,627 | $38,494 |
| 223 SHARES OF MORGAN STANLEY | $22,805 | $21,890 |
| 226 SHARES OF STARBUCKS CORP | $25,097 | $26,435 |
| 227 SHARES OF NOVARTIS AG SPON ADR | $18,279 | $19,856 |
| 227 SHARES OF PROCTER & GAMBLE CO | $31,374 | $37,133 |
| 25 SHARES OF S&P GLOBAL | $9,473 | $11,798 |
| 28 SHARES OF AMAZON COM INC | $90,173 | $93,362 |
| 291 SHARES OF JPMORGAN CHASE & CO | $30,149 | $46,080 |
| 31 SHARES OF ALPHABET INC CL A | $49,864 | $89,808 |
| 319 SHARES OF MICROSOFT CORP | $65,535 | $107,286 |
| 33 SHARES OF LAUDER ESTEE CO CL A | $7,396 | $12,217 |
| 33 SHARES OF ROCKWELL AUTOMATION INC NEW | $7,724 | $11,512 |
| 362 SHARES OF MEDTRONIC PLC | $36,957 | $37,449 |
| 37 SHARES OF BLACKROCK INC | $22,277 | $33,876 |
| 37 SHARES OF O REILLY AUTOMOTIVE INC | $16,394 | $26,131 |
| 372 SHARES OF VF CORP | $26,614 | $27,238 |
| 38 SHARES OF COSTCO WHOLESALE CORP | $14,240 | $21,573 |
| 402 SHARES OF APPLE INC | $45,526 | $71,383 |
| 419 SHARES OF MICROSOFT CORP | $89,947 | $140,918 |
| 42 SHARES OF ADOBE INC | $19,356 | $23,817 |
| 44 SHARES OF DANAHER CORP | $10,322 | $14,476 |
| 440 SHARES OF TJX COS INC NEW | $24,247 | $33,405 |
| 45 SHARES OF UNITEDHEALTH GROUP INC | $14,016 | $22,596 |
| 453 SHARES OF BOSTON SCIENTIFIC CORP | $17,971 | $19,243 |
| 58 SHARES OF AMERICAN TOWER CORP REIT | $13,599 | $16,965 |
| 58 SHARES OF UNITEDHEALTH GROUP | $26,756 | $29,124 |
| 6 SHARES OF BOOKING HLDGS | $13,449 | $14,395 |
| 60 SHARES OF SHERWIN WILLIAMS CO | $13,496 | $21,130 |
| 62 SHARES OF BROADCOM | $31,980 | $41,255 |
| 65 SHARES OF HOME DEPOT INC | $17,642 | $26,976 |
| 654 SHARES OF TRUST FINL CORP | $32,134 | $38,292 |
| 66 SHARES OF ACCENTURE PLC IRELAND A | $14,222 | $27,360 |
| 69 SHARES OF HOME DEPOT | $19,909 | $28,636 |
| 69 SHARES OF ROCKWELL AUTOMATION INC NEW | $16,894 | $24,071 |
| 71 SHARES OF DOLLAR GEN CORP NEW | $15,150 | $16,744 |
| 718 SHARES OF CISCO SYSTEMS INC | $25,782 | $45,500 |
| 74 SHARES OF PARKER HANNIFIN CORP | $17,758 | $23,541 |
| 740 SHARES OF COCA COLA CO INC | $35,746 | $43,815 |
| 837 SHARES OF COMCAST CORP NEW CL A | $36,572 | $42,126 |
| 85 SHARES OF AMERIPRISE FINANCIAL | $13,582 | $25,641 |
| 85 SHARES OF NIKE INC CL B | $12,432 | $14,167 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,826 SHARES OF VANGUARD SMALL-CAP ETF | AT COST | $289,341 | $412,694 |
| 13,965.185 SHARES OF ACAP STRATEGIC FUND | AT COST | $361,444 | $322,033 |
| 16,520.345 SHARES OF FIRST EAGLE OVERSEAS FUND CLASS I | AT COST | $388,570 | $428,373 |
| 2,171 SHARES OF VANGUARD MID-CAP ETF | AT COST | $386,970 | $553,106 |
| 3,007 SHARES OF ISHARES 20+ YEAR TREAS BOND | AT COST | $483,235 | $445,607 |
| 3,135.412 SHARES OF VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL | AT COST | $426,814 | $436,763 |
| 48,361.767 SHARES OF VANGUARD CORE BOND FUND CLASS ADMIRAL | AT COST | $1,057,831 | $1,025,753 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $168 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $168 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL RECEIVABLE | Desc |
| BOY Book Value | $127 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $61 | $0 | $61 |
| BANK FEES | $5 | $0 | $5 |
| PAYROLL SERVICE FEES | $4,159 | $0 | $4,159 |
| POSTAGE AND DELIVERY | $1,620 | $0 | $1,620 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS FEES | CategoryTxt |
| Amt | $33,411 | Amt |
| Net Investment Income | $33,411 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $68,000 | $0 | $0 |
| FOREIGN TAX WITHHELD | $343 | $343 | $0 |
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