CECELIA JOYCE AND SEWARD JOHNSON: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CECELIA JOYCE AND SEWARD JOHNSON (EIN 22-3048720)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-02
- IRS object ID
- 202142459349100024
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-02T14:31:12-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 105281633 | 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 | 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 | 2021-09-01 | 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 | 9143818900 | PhoneNum |
| Preparation | 2021-09-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $5,987,783 | 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 | $893 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $893 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $148,876 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,876 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,372,791 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,766,894 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,372,791 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,522,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,522,560 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,385 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,385 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,849 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,849 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,936 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,936 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,416 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,416 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $918 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $918 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,504 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,088 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $997,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $997,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,068,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,062,088 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,454,056 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,516,144 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,713 | CashBOYAmt |
| Cash EOY | $4,594 | CashEOYAmt |
| Cash EOYFMV | $4,594 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $179,537 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,980 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,980 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,611,123 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,785,896 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,349,820 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,790,302 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,053,186 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $500,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $127 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $127 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,096,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,550,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,987,783 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,096,070 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,550,126 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,096,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,550,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,096,070 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,550,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,096,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,454,056 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,550,126 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,550,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 40,931 SHARES OF JOHNSON & JOHNSON STOCK | D | $5,692,760 | $1,349,820 | $4,342,940 | $4,342,940 |
| SALE OF PUBLICLY TRADED SECURITIES | P | $47,135 | $44,283 | $2,852 | $2,852 |
| CAPITAL GAINS DIVIDENDS | P | $26,999 | $26,999 | $26,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,372,791 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,774 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62,774 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62,774 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,880 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $68,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $78,880 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,106 | OverpaymentAmt |
| Applied To ES Tax | $16,106 | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|
| J SEWARD JOHNSON JR | ||||||||
| PO BOX 778 | NEW YORK | NY | 10013 | PRESIDENT AND TREASURER | 1.00 | $0 | $0 | $0 |
| JOYCE H JOHNSON | ||||||||
| PO BOX 778 | NEW YORK | NY | 10013 | VICE PRESIDENT AND SECRETARY | 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 | $5,680,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $276,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,956,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,956,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,347 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,867,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $293,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $293,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,774 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,774 | TotalTaxAmt |
| Distributable Before Adj | $230,581 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $230,581 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $230,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,062,088 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,062,088 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,062,088 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $96,934 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,601 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,033 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,542 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $201,110 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,062,088 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $230,581 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $831,507 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,032,617 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,032,617 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,934 | ExcessFromYear4Amt |
| Excess From Year3 | $11,601 | ExcessFromYear3Amt |
| Excess From Year2 | $59,033 | ExcessFromYear2Amt |
| Excess From Year1 | $33,542 | ExcessFromYear1Amt |
| Excess From Current Year | $831,507 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTISTS ASSOCIATION OF NANTUCKET | |||||||
| 24 AMELIA DRIVE | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ARTISTS ASSOCIATION OF NANTUCKET | |||||||
| 24 AMELIA DRIVE | NANTUCKET | MA | 02554 | N/A | PC | 2020 GALA | $10,000 |
| ARTISTS ASSOCIATION OF NANTUCKET | |||||||
| 24 AMELIA DRIVE | NANTUCKET | MA | 02554 | N/A | PC | EVENT SPONSORSHIP | $10,000 |
| EUGENE O'NEILL THEATRE CENTER | |||||||
| 305 GREAT NECK ROAD | WATERFORD | CT | 06385 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| FOUNDATION FIGHTING BLINDNESS | |||||||
| 6925 OAKLAND MILLS ROAD 701 | COLUMBIA | MD | 21045 | N/A | PC | IN HONOR OF LULIE GUND ON BEHALF OF THE GFS/JOHNSON FAMILY | $10,000 |
| FRACTURED ATLAS | |||||||
| 228 PARK AVENUE SOUTH 56651 | NEW YORK | NY | 10003 | N/A | PC | FOR "LITTLE VICTOR PRODUCTIONS" | $15,000 |
| GEORGE STREET PLAYHOUSE | |||||||
| PO BOX 194 | NEW BRUNSWICK | NJ | 08903 | N/A | PC | EVENT SPONSORSHIP | $50,000 |
| GROUNDS FOR SCULPTURE INC | |||||||
| 80 SCULPTORS WAY | HAMILTON | NJ | 08619 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| KAARSBAAM INTL DANCE CENTER | |||||||
| 33 KAATSBAAN RD | TIVOLI | NY | 12583 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 |
| KARME CHOLING SHAMBHALA MEDITATION CENTER | |||||||
| 369 PATNEAUDE LANE | BARNE | VT | 05821 | N/A | PC | TO FIX THE PAVILION ROOF | $10,000 |
| KEY WEST LITERARY SEMINAR INC | |||||||
| 717 LOVE LANE | KEY WEST | FL | 33040 | N/A | PC | CECELIA JOHNSON LITERARY AWARD | $25,000 |
| KEY WEST LITERARY SOCIETY | |||||||
| 717 LOVE LANE | KEY WEST | FL | 33040 | N/A | PC | ELIZABETH BISHOP HOUSE | $50,000 |
| MCCARTER THEATRE CENTER | |||||||
| 91 UNIVERSITY PLACE | PRINCETON | NJ | 08540 | N/A | PC | GENERAL OPERATING SUPPORT | $22,500 |
| MERLIN TUTTLE CONSERVANCY | |||||||
| 5000 MISSION OAKS BLVD NO 41 | AUSTIN | TX | 78735 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| NANTUCKET DREAMLAND | |||||||
| PO BOX 989 | NANTUCKET | MA | 02554 | N/A | PC | LEGACY CAMPAIGN | $25,000 |
| NANTUCKET FILM FESTIVAL | |||||||
| 1270 AVE OF THE AMERICAS SUITE 400 | NEW YORK | NY | 10020 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 |
| NANTUCKET HISTORICAL SOCIETY | |||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| NANTUCKET LAND COUNCIL | |||||||
| PO BOX 502 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| PARITY PRODUCTIONS | |||||||
| 450 W 17TH ST APT 604 | NEW YORK | NY | 10011 | N/A | POF | 2020 CONTRIBUTION - FOR PROJECT "MIRRORS" | $39,000 |
| REPRESENTUS EDUCATION FUND | |||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| ROWAN UNIVERSITY FOUNDATION INC | |||||||
| 201 MULLICA HILL ROAD | GLASSBORO | NJ | 08028 | N/A | PC | THE J. SEWARD JOHNSON ARTISTIC DEVELOPMENT TRAVEL SCHOLARSHIP | $25,000 |
| SAKYONG POTRANG | |||||||
| 2525 ARAPAHOE SUITE E-4 931 | BOULDER | CO | 80302 | N/A | PC | AUDIT OF THE BOOKS | $10,000 |
| SCREENWRITERS COLONY | |||||||
| 129 MASPETH AVENUE | BROOKLYN | NY | 11211 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| 401 DUVAL STREET | KEY WEST | FL | 33040 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| THE FORMAN SCHOOL INC | |||||||
| 12 NORFOLK RD | LITCHFIELD | CT | 06759 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THEATRE WORKSHOP OF NANTUCKET INC | |||||||
| 53 MAIN STREET 2ND FLOOR | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THEATRE WORKSHOP OF NANTUCKET INC | |||||||
| 53 MAIN STREET 2ND FLOOR | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| THEATRE WORKSHOP OF NANTUCKET INC | |||||||
| P O BOX 1297 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| TYPE MEDIA CENTER (FORMERLY THE NATION INSTITUTE) | |||||||
| 116 E 16TH STREET 8TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $997,000 | 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 | $893 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148,876 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,372,791 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,522,560 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,522,560 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|
| PARITY PRODUCTIONS | ||||||||
| 450 W 17TH ST APT 604 | NEW YORK | NY | 10011 | 2020-01-13 | $36,000 | 2020 CONTRIBUTION - FOR PROJECT "MIRRORS" | $36,000 | 6/8/2021 |
| PARITY PRODUCTIONS | ||||||||
| 450 W 17TH ST APT 604 | NEW YORK | NY | 10011 | 2020-09-25 | $3,000 | 2020 CONTRIBUTION - FOR PROJECT "MIRRORS" | $3,000 | 6/8/2021 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 110 SHARES OF AMERIPRISE FINANCIAL | $17,577 | $21,376 |
| 110 SHARES OF LOWES COMPANIES | $17,979 | $17,656 |
| 117 SHARES OF UNITEDHEALTH GROUP INC | $36,441 | $41,030 |
| 121 SHARES OF INTERCONTINENTAL EXCHANGE GROUP | $11,443 | $13,950 |
| 126 SHARES OF UNITED PARCEL SERVICE INC CL B | $21,050 | $21,218 |
| 132 SHARES OF LINDE PLC EUR | $28,903 | $34,783 |
| 145 SHARES OF AMGEN INC | $31,836 | $33,338 |
| 154 SHARES OF FIDELITY NATL INFORMATION SVCS | $21,003 | $21,785 |
| 156 SHARES OF HOME DEPOT INC | $42,086 | $41,437 |
| 158 SHARES OF AMER ELECTRIC POWER CO | $14,489 | $13,157 |
| 160 SHARES OF VISA INC CL A | $29,612 | $34,997 |
| 163 SHARES OF UNION PACIFIC CORP | $28,583 | $33,940 |
| 168 SHARES OF MCDONALDS CORP | $36,324 | $36,049 |
| 174 SHARES OF DIAGEO PLC NEW GB SPON ADR | $22,890 | $27,633 |
| 178 SHARES OF ACCENTURE PLC IRELAND A | $38,178 | $46,496 |
| 192 SHARES OF FACEBOOK INC CL A | $52,137 | $52,447 |
| 193 SHARES OF REPUBLIC SERVICES INC | $16,908 | $18,586 |
| 20 SHARES OF SHEWIN WILLIAMS CO | $13,496 | $14,698 |
| 202 SHARES OF MEDTRONIC PLC | $20,824 | $23,662 |
| 213 SHARES OF MONDELEZ INTL INC | $11,488 | $12,454 |
| 24 SHARES OF AMAZON COM INC | $76,627 | $78,166 |
| 250 SHARES OF CHUBB LTD CHF | $32,367 | $38,480 |
| 26 SHARES OF COSTCO WHOLESALE CORP | $9,572 | $9,796 |
| 260 SHARES PF TEXAS INSTRUMENTS | $37,011 | $42,674 |
| 261 SHARES OF NEXTERA ENERGY INC COM | $19,483 | $20,136 |
| 262 SHARES OF PROCTER & GAMBLE CO | $36,215 | $36,455 |
| 269 SHARES OF MARSH & MCLENNAN COS INC | $28,961 | $31,473 |
| 286 SHARES OF JPMORGAN CHASE & CO | $27,796 | $36,342 |
| 33 SHARES OF LAUDER ESTEE CO CL A | $7,396 | $8,784 |
| 33 SHARES OF ROCKWELL AUTOMATION INC NEW | $7,724 | $8,277 |
| 366 SHARES OF TRUIST FINL CORP | $15,143 | $17,542 |
| 37 SHARES OF ALPHABET INC CL A | $56,683 | $64,848 |
| 370 SHARES OF TJX COS INC NEW | $19,465 | $25,267 |
| 371 SHARES OF COMCASTC CORP NEW CL A | $15,826 | $19,440 |
| 371 SHARES OF NOVARTIS AG SPON ADR | $29,628 | $35,034 |
| 377 SHARES OF MICROSOFT CORP | $77,470 | $83,852 |
| 378 SHARES OF MEDTRONIC PLC | $38,462 | $44,279 |
| 399 SHARES OF VF CORP | $27,801 | $34,079 |
| 40 SHARES OF O REILLY AUTOMOTIVE INC | $17,876 | $18,103 |
| 414 SHARES OF APPLE INC | $46,883 | $54,934 |
| 422 SHARES OF MICROSOFT CORP | $86,246 | $93,861 |
| 47 SHARES OF BLACKROCK INC | $28,285 | $33,912 |
| 55 SHARES OF ADOBE INC | $25,342 | $27,507 |
| 61 SHARES OF HOME DEPOT | $16,639 | $16,203 |
| 61 SHARES OF THERMO FISHER SCIENTIFIC INC | $29,351 | $28,413 |
| 71 SHARES OF DOLLAR GEN CORP NEW | $15,150 | $14,931 |
| 712 SHARES OF INTEL CORP | $31,659 | $35,472 |
| 75 SHARES OF PARKER HANNIFIN CORP | $16,525 | $20,431 |
| 80 SHARES OF DANAHER CORP | $18,768 | $17,771 |
| 836 SHARES OF COCA COLA CO INC | $40,382 | $45,846 |
| 88 SHARES OF ROCKWELL AUTOMATION INC NEW | $20,514 | $22,071 |
| 90 SHARES OF SALESFORCE COM INC | $21,952 | $20,028 |
| 94 SHARES OF AMERICAN TOWER CORP REIT | $21,978 | $21,099 |
| 963 SHARES OF COMCAST CORP NEW CL A | $40,627 | $50,461 |
| 97 SHARES OF ACCENTURE PLC IRELAND CL A | $20,834 | $25,337 |
| 981 SHARES OF CISCO SYSTEMS INC | $35,235 | $43,900 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 13,735.721 SHARES OF ACAP STRATEGIC FUND | AT COST | $355,974 | $372,650 |
| 17,091.246 SHARES OF FIRST EAGLE OVERSEAS FUND CLASS I | AT COST | $400,459 | $446,936 |
| 2,010 SHARES OF VANGUARD SMALL-CAP ETF | AT COST | $318,497 | $391,307 |
| 2,385 SHARES OF VANGUARD MID-CAP ETF | AT COST | $425,114 | $493,146 |
| 3,014.299 SHARES OF VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL | AT COST | $409,632 | $483,162 |
| 3,304 SHARES OF ISHARES 20+ YEAR TREAS BOND | AT COST | $530,964 | $521,140 |
| 61,690.147 SHARES OF VANGUARD CORE BOND FUND CLASS ADMIRAL | AT COST | $1,349,662 | $1,344,845 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,936 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,936 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| PAYROLL RECEIVABLE | $127 | $127 | |
| LOAN RECEIVABLE | $0 | $0 | $500,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $8 | $0 | $8 |
| BANK FEES | $97 | $0 | $97 |
| PAYROLL SERVICE FEES | $813 | $0 | $813 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS FEES | CategoryTxt |
| Amt | $6,416 | Amt |
| Net Investment Income | $6,416 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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