CHILDRENS TR 04132005: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS TR 04132005 (EIN 20-6512349)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349101424
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T08:31:07-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | 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 | 206512349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHILDREN'S TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE JOHNSON COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIL | BusinessNameControlTxt |
| Phone | 2123327500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 FIFTH AVE 2ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRA AKSELRAD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123327500 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | IRA | PersonFirstNm |
| Person Last | AKSELRAD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE HINES | PreparerPersonNm |
| PTIN | P00191243 | PTIN |
| Phone | 2129498700 | PhoneNum |
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 | $39,980,220 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,247,777 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $941 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $935 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $762,123 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $762,123 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $315,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,779,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $315,207 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,759 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,338,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,078,265 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,323 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,662 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,661 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,782 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,782 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,138 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $638 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,411 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,410,603 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,410,603 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,493,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,413,014 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $845,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,010,133 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,700 | CashBOYAmt |
| Cash EOY | $2,273 | CashEOYAmt |
| Cash EOYFMV | $2,273 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,064,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,518,002 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,518,037 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,070,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,468,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,456,369 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,818 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,381 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,541 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,541 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,147,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,992,548 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,980,220 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $18,147,387 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,992,548 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,147,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,992,548 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,147,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,992,548 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,147,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $845,161 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,992,548 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,992,548 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-12-31 | $2,064,275 | $2,275,934 | -$211,659 | -$211,659 | |
| PUBLICLY TRADED SECURITIES | 2021-12-31 | $1,190,756 | $637,144 | $553,612 | $553,612 | |
| PUBLICLY TRADED SECURITIES | 2021-12-31 | $363,818 | $400,005 | -$36,187 | -$36,187 | |
| PUBLICLY TRADED SECURITIES | 2021-12-31 | $141,686 | $132,706 | $8,980 | $8,980 | |
| CAPITAL LOSS FROM PERRY PARTNERS, LP | 2021-12-31 | $18,594 | -$18,594 | -$18,594 | P | |
| GAIN ON REDEMPTION OF PERRY PARTNERS, LP | 2021-12-31 | $19,055 | $19,055 | $19,055 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $315,207 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$247,846 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,041 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,041 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,041 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,811 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,811 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $119 | EsPenaltyAmt |
| Overpayment | $8,651 | OverpaymentAmt |
| Applied To ES Tax | $8,651 | 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 | NY | 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 | THE JOHNSON COMPANY INC | IndividualWithBooksNm |
| Phone | 2123327500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 FIFTH AVENUE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRA AKSELRAD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE JOHNSON COMPANY 610 FIFTH | AddressLine1Txt |
| Address Line2 | AVE 2ND FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.25 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $35,639,233 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,852,543 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,909 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,494,685 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,494,685 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $562,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,932,265 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,846,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,846,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,041 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,041 | TotalTaxAmt |
| Distributable Before Adj | $1,832,572 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,832,572 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,832,572 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,413,014 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,413,014 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,832,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,410,600 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,413,014 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,410,600 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,414 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,830,158 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVANCE DEMOCRACY INC | ||||||||
| 1360 BEVERLY ROAD SUITE 300 | MCLEAN | VA | 22101 | NONE | PC | SOCIAL WELFARE | $85,000 | |
| CRAYON COLLECTION | ||||||||
| 149 S BARRINGTON AVE STE 649 | LOS ANGELES | CA | 90049 | NONE | PC | SOCIAL WELFARE | $100,000 | |
| CREATIVE TIME | ||||||||
| 59 EAST FOURTH STREET 6 | NEW YORK | NY | 10003 | NONE | PC | SOCIAL WELFARE | $50,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PC | SOCIAL WELFARE | $50,000 | |
| ESALEN INSTITUTE | ||||||||
| 1001 BRIDGEWAY 247 | SAUSALITO | CA | 94965 | NONE | PC | SOCIAL WELFARE | $240,000 | |
| HARVARD DIVINITY SCHOOL | ||||||||
| PO BOX 419209 | BOSTON | MA | 02241 | NONE | PC | CONSTELLATION PROJECT GIFT FUND | $30,000 | |
| KIMBALL UNION ACADEMY | ||||||||
| PO BOX 188 | MERIDEN | NH | 03770 | NONE | PC | SOCIAL WELFARE | $30,000 | |
| LAFD FOUNDATION | ||||||||
| 1700 STADIUM WAY SUITE 100 | LOS ANGELES | CA | 90012 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| MILLBROOK ENGINE HOOK & LADDER CO | ||||||||
| PO BOX 202 | MILLBROOK | NY | 12545 | NONE | PC | SOCIAL WELFARE | $15,000 | |
| NARAL PRO-CHOICE AMERICA FOUNDATION | ||||||||
| 1725 EYE STREET NW STE 900 | WASHINGTON | DC | 20006 | NONE | PC | SOCIAL WELFARE | $100,000 | |
| PECONIC LAND TRUST | ||||||||
| 296 HAMPTON ROAD | SOUTHAMPTON | NY | 11969 | NONE | PC | ENVIRONMENTAL | $20,000 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 123 WILIAM STREET | NEW YORK | NY | 10022 | NONE | PC | SOCIAL WELFARE | $100,000 | |
| PROTECT DEMOCRACY PROJECT | ||||||||
| 82 NASSAU STREET STE 601 | NEW YORK | NY | 10038 | NONE | PC | SOCIAL WELFARE | $100,000 | |
| REACT TO FILM | ||||||||
| 135 EAST 57TH STREET 14TH FLOOR | NEW YORK | NY | 10020 | NONE | PC | SOCIAL WELFARE | $42,500 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 7TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| SWIMDO | ||||||||
| 133 E DE LA GUERRA 138 | SANTA BARBARA | CA | 93101 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| TEACH FOR AMERICA | ||||||||
| BAY AREA REGION PO BOX 398296 | SAN FRANCISCO | CA | 94139 | NONE | PC | SOCIAL WELFARE | $15,000 | |
| THE BOYS AND GIRLS CLUB OF VENICE INC | ||||||||
| 2232 LINCOLN BOULEVARD | VENICE | CA | 90291 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| THE HAMMER MUSEUM | ||||||||
| 10899 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| THE HEROES PROJECT | ||||||||
| 10960 WILSHIRE BLVD 5TH FL | LOS ANGELES | CA | 90503 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| GLASSWING INTERNATIONAL | ||||||||
| 199 WATER STREET 34TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| BLACKBERRY FARM FOUNDATION | ||||||||
| 1471 WEST MILLERS COVE ROAD | WALLAND | TN | 37886 | NONE | PC | SOCIAL WELFARE | $5,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 EAST 60 STREET | NEW YORK | NY | 10022 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| CHARITYWATER | ||||||||
| 40 WORTH STREET SUITE 330 | NEW YORK | NY | 10003 | NONE | PC | SOCIAL WELFARE | $7,500 | |
| DUTCHESS PARK CONSERVANCY | ||||||||
| 4289 ROUTE 82 | MILLBROOK | NY | 12545 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| RESIST INC | ||||||||
| PO BOX 301240 | BOSTON | MA | 02130 | NONE | PC | SOCIAL WELFARE | $75,000 | |
| SOUL FIRE FARM | ||||||||
| 1972 NY ROUTE 2 | PETERSBURG | NY | 12138 | NONE | PC | SOCIAL WELFARE | $25,000 | |
| ALZHEIMER'S ASSOCIATION NEW YORK CITY CHAPTER | ||||||||
| 60 EAST 42ND STREET 2240 | NEW YORK | NY | 10165 | NONE | PC | SOCIAL WEFARE | $20,000 | |
| GEORGETOWN UNIVERSITY GIFT PROCESSING | ||||||||
| DEPT 0734 | WASHINGTON | DC | 20073 | NONE | PC | SOCIAL WELFARE | $70,000 | |
| THE HARPSWELL FOUNDATION | ||||||||
| PO BOX 163 | CONCORD | MA | 01742 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 5TH AVE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PC | SOCIAL WELFARE | $15,600 | |
| THE NEW YORK WOMEN'S FOUNDATION | ||||||||
| 39 BROADWAY SUITE 2300 | NEW YORK | NY | 10006 | NONE | PC | SOCIAL WELFARE | $15,000 | |
| COLORADO COLLEGE | ||||||||
| 14 EAST CACHE LA POUDRE STREET | COLORADO SPRINGS | CO | 80903 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| GREEN SCHOOLS ALLIANCE | ||||||||
| 85 DELANCEY ST FL 2 | NEW YORK | NY | 10002 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| THRU PARTNERHIPS | ||||||||
| C/O THE JOHNSON COMPANY 610 FIFTH | NEW YORK | NY | 10020 | NONE | PC | SOCIAL WELFARE | $3 | AVENUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,410,603 | 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 | $941 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $762,123 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523920 | BusinessCd |
| Unrelated Business Taxbl Incm | $54 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $12,705 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $315,207 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $54 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,078,271 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,705 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,091,030 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | F990-PF 2019 FEDERAL TAX REFUND - $12,705 | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ELIZABETH ROSS JOHNSON 2005 CLAT | |||||||
| 1 | 610 FIFTH AVE 2ND FL | NEW YORK | NY | 10020 | $636,344 | Yes (X) | |
| ELIZABETH ROSS JOHNSON 2005 CLAT | |||||||
| 2 | 610 FIFTH AVENUE 2ND FLOOR | NEW YORK | NY | 10020 | $611,433 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 3,641 SHARES OF JOHNSON & JOHNSON COM | NoncashPropertyDesc |
| Fair Market Value | $611,433 | FairMarketValueAmt |
| Received | 2022-12-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,323 | Amt |
| Net Investment Income | $1,662 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,661 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 145,605 SHS JOHNSON & JOHNSON | $9,335,272 | $24,908,647 |
| STOCKS - AVAILABLE UPON REQUEST | $6,133,460 | $11,547,722 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKERAGE | Desc |
| BOY Book Value | $4,381 | BOYBookValueAmt |
| EOY Book Value | $3,541 | EOYBookValueAmt |
| EOYFMV | $3,541 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS FILING FEES | $750 | $0 | $0 | $750 |
| OTHER DEDUCTION - ADR FEES | $34 | $34 | $0 | $0 |
| PERRY PARTNERS LP - OTHER DEDUCTIONS | $16 | $16 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PERRY PARTNERS LP - UBTI | $54 | $0 | $0 |
| F990-PF 2019 FEDERAL TAX REFUND | $12,705 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $65,782 | Amt |
| Net Investment Income | $65,782 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $12,500 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $638 | $638 | $0 | $0 |