CHILDRENS TR 04132005: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS TR 04132005 (EIN 20-6512349)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349106902
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T14:14:20-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2020-01-01 | 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) |
|---|---|---|
| In Care Of | % THE JOHNSON COMPANY INC | InCareOfNm |
| 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 | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE HINES | PreparerPersonNm |
| PTIN | P00191243 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $35,025,676 | 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 | $1,252,893 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,826 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,826 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $706,129 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $706,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $233,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,555,270 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $233,803 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $141 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $141 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,203,792 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $950,899 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $50,857 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,857 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $19,026 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,026 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,332 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $88 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,280,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,280,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,351,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,280,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $852,577 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $898,928 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,699 | CashBOYAmt |
| Cash EOY | $2,700 | CashEOYAmt |
| Cash EOYFMV | $2,700 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,298,790 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,064,320 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,064,387 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,240,063 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $13,752,497 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,070,168 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,950,392 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,395 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,818 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,816 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,793 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,381 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,381 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,306,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,147,387 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,025,676 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $17,306,237 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,147,387 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,306,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,147,387 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,306,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,147,387 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,306,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $852,577 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,158,814 | SubtotalAmt |
| Other Decreases | $11,427 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,147,387 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITY | P | $1,955,326 | $2,138,446 | -$182,459 | -$183,120 |
| PUBLICLY TRADED SECURITY | P | $1,137,712 | $1,137,333 | $379 | $379 |
| PUBLICLY TRADED SECURITY | P | $1,726,211 | $1,204,237 | $521,974 | $521,974 |
| PUBLICLY TRADED SECURITY | P | $513,158 | $600,090 | -$86,932 | -$86,932 |
| PUBLICLY TRADED SECURITY | P | $2,589,630 | $2,589,157 | $473 | $473 |
| PUBLICLY TRADED SECURITY | P | $633,233 | $654,670 | -$19,632 | -$21,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $233,803 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,495 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,495 | SubtotalAmt |
| Tax Based On Investment Income | $12,495 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,511 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $25,511 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,016 | OverpaymentAmt |
| Applied To ES Tax | $13,016 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHNSON COMPANY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123327500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 | AddressLine1Txt |
| Address Line2 | 610 FIFTH 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,305,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $910,589 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,606 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,221,335 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,221,335 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $468,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,753,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,537,651 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,537,651 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,495 | TotalTaxAmt |
| Distributable Before Adj | $1,525,156 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,525,156 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,525,156 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,280,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,280,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,280,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,525,156 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,166,194 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,280,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,166,194 | AppliedToYear1Amt |
| Applied To Current Year | $114,556 | 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 |
| Undistributed Income CY | $1,410,600 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CREATIVE TIME | ||||||||
| 59 EAST FOURTH STREET 6 | NEW YORK | NY | 10003 | NONE | PC | SOCIAL WELFARE | $100,000 | |
| REACT TO FILM | ||||||||
| 135 EAST 57TH STREET 14TH FLOOR | NEW YORK | NY | 10020 | NONE | PC | SOCIAL WELFARE | $8,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 7TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| SEVEN ARROWS ELEMENTARY SCHOOL | ||||||||
| 15240 LA CRUZ DR | PACIFIC PALISADES | CA | 90272 | NONE | PC | SOCIAL WELFARE | $60,000 | |
| TEACH FOR AMERICA | ||||||||
| BAY AREA REGION | SAN FRANCISCO | CA | 94139 | NONE | PC | SOCIAL WELFARE | $20,000 | PO BOX 398296 |
| THE HAMMER MUSEUM | ||||||||
| 10899 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | NONE | PC | SOCIAL WELFARE | $15,000 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 123 WILIAM STREET | NEW YORK | NY | 10022 | NONE | PC | SOCIAL WELFARE | $100,000 | |
| ESALEN INSTITUTE | ||||||||
| 1001 BRIDGEWAY 247 | SAUSALITO | CA | 94965 | NONE | PC | SOCIAL WELFARE | $160,000 | |
| Crayon Collection | ||||||||
| 149 S Barrington Ave Ste 649 | Los Angeles | CA | 90049 | NONE | PC | SOCIAL WELFARE | $40,000 | |
| MILLBROOK ENGINE HOOK & LADDER CO | ||||||||
| PO BOX 202 | Millbrook | NY | 12545 | NONE | PC | SOCIAL WELFARE | $15,000 | |
| KIMBALL UNION ACADEMY | ||||||||
| PO BOX 188 | MERIDEN | NH | 03770 | NONE | PC | SOCIAL WELFARE | $30,000 | |
| Advance Democracy Inc | ||||||||
| 1360 Beverly Road Suite 300 | Mclean | VA | 22101 | None | PC | SOCIAL WELFARE | $150,000 | |
| Harvard Divinity School | ||||||||
| PO Box 419209 | Boston | MA | 02241 | None | PC | Constellation Project Gift Fund | $75,000 | |
| LAFD Foundation | ||||||||
| 1700 Stadium Way Suite 100 | Los Angeles | CA | 90012 | None | PC | SOCIAL WELFARE | $50,000 | |
| Peconic Land Trust | ||||||||
| 296 Hampton Road | Southampton | NY | 11969 | None | PC | ENVIRONMENTAL | $10,000 | |
| Swimdo | ||||||||
| 133 E DE LA GUERRA 138 | SANTA BARBARA | CA | 93101 | None | PC | SOCIAL WELFARE | $20,000 | |
| The Heroes Project | ||||||||
| 10960 Wilshire Blvd | Los Angeles | CA | 90503 | None | PC | SOCIAL WELFARE | $10,000 | 5th Fl |
| Charity Global Inc | ||||||||
| 40 Worth Street Suite 330 | New York | NY | 10013 | None | PC | Social Purpose | $12,500 | |
| National Domestic Workers Alliance | ||||||||
| 45 Broadway Suite 320 | New York | NY | 10006 | NONE | PC | UNRESTRICTED | $10,000 | |
| NARAL PRO-CHOICE AMERICA FOUNDATION | ||||||||
| 1725 Eye Street NW | Washington | DC | 20006 | NONE | PC | SOCIAL WELFARE | $100,000 | Ste 900 |
| NDN COLLECTIVE | ||||||||
| 317 MAIN STREET | RAPID CITY | SD | 57701 | NONE | PC | SOCIAL WELFARE | $10,000 | STE 1 |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PC | SOCIAL WELFARE | $74,500 | |
| PROTECT DEMOCRACY PROJECT | ||||||||
| 82 NASSAU STREET STE 601 | NEW YORK | NY | 10038 | NONE | PC | SOCIAL WELFARE | $150,000 | |
| THE BOYS AND GIRLS CLUB OF VENICE INC | ||||||||
| 2232 LINCOLN BOULEVARD | VENICE | CA | 90291 | NONE | PC | SOCIAL WELFARE | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,280,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,826 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $706,129 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $141 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $233,803 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $950,899 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $950,899 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | $620,734 | Yes (X) | |
| ELIZABETH ROSS JOHNSON 2005 CLAT | |||||||
| 2 | 610 FIFTH AVENUE 2ND FLOOR | NEW YORK | NY | 10020 | $632,159 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 4,051 SHARES OF JOHNSON & JOHNSON COM | NoncashPropertyDesc |
| Fair Market Value | $632,159 | FairMarketValueAmt |
| Received | 2020-12-30 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 141,964 SHS JOHNSON & JOHNSON | $8,723,838 | $22,342,294 |
| STOCKS- SEE STATEMENT ATTACHED | $6,346,330 | $9,608,098 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PERRY PARTNERS LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,818 | BookValueAmt |
| EOYFMV | $3,816 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKERAGE | Desc |
| BOY Book Value | $4,793 | BOYBookValueAmt |
| EOY Book Value | $4,381 | EOYBookValueAmt |
| EOYFMV | $4,381 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $11,427 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERRY PARTNERS LP - INV FEES | $38 | $38 | |
| FILING FEES | $750 | $750 | |
| BANK FEES | $50 | $50 | |
| PERRY PARTNERS LP - UBTI | $494 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERRY PARTNERS LP K-1 INCOME(LOSS) | Desc |
| Revenue And Expenses Per Books | $141 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $141 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO ESTATE OF ERJ | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $50,857 | Amt |
| Net Investment Income | $50,857 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $1,026 | $1,026 |
| FEDERAL INCOME TAX | $18,000 |