CHILDRENS TR 04132005: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS TR 04132005 (EIN 20-6512349)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349102216
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- 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 | 2019-11-14T12:15:35-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 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 | 2018-01-01 | 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 | KENNETH J DRUMMOND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123327500 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE HINES | PreparerPersonNm |
| PTIN | P00191243 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26505220193185000013 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7CDC2C5219328576A3965E86BE51A45A7B3B56D8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3CBA56CB83011ED12927651B0284C931997A6D89 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,376,098 | 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 | $1,260,194 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35,191 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,191 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $629,424 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $629,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $328,401 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,589,711 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $328,401 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,326 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,326 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,256,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $996,342 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,385 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,693 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,692 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,947 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,947 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,347 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $870 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,732 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,442 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,291,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,291,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,367,917 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,293,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $888,619 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $940,247 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,550 | CashBOYAmt |
| Cash EOY | $5,851 | CashEOYAmt |
| Cash EOYFMV | $5,851 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,886,595 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,050,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,050,808 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,755,516 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,758,050 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,885,579 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,852,936 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,547,975 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,488 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,898 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,898 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,516 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,516 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,798,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,678,525 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,376,098 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,155 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,540 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,155 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,540 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $15,787,057 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,663,985 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,787,057 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,663,985 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,798,212 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,678,525 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,787,057 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $888,619 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,675,676 | SubtotalAmt |
| Other Decreases | $11,691 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,663,985 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITY | P | $1,678,251 | $1,797,731 | -$119,480 | -$119,480 |
| PUBLICLY TRADED SECURITY | P | $932,291 | $931,566 | $725 | $725 |
| PUBLICLY TRADED SECURITY | P | $2,077,191 | $1,541,991 | $535,200 | $535,200 |
| PUBLICLY TRADED SECURITY | P | $918,801 | $945,625 | -$26,824 | -$26,824 |
| PUBLICLY TRADED SECURITY | P | $980,886 | $1,044,397 | -$63,511 | -$63,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $328,401 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,244,336 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,918,791 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048009 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $999,897 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,515,057 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04441 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $686,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,894,778 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034481 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $500,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,047,917 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035592 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,795,955 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.162492 | TotalDistributionRt |
| Average Distribution | 0.032498 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,598,900 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $896,909 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,402 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $906,311 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,293,627 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,402 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,402 | SubtotalAmt |
| Tax Based On Investment Income | $9,402 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,497 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,497 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,095 | OverpaymentAmt |
| Applied To ES Tax | $16,095 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARTIN L EDELMAN | |||||||||
| C/O PAUL HASTINGS | 200 PARK AVE | NEW YORK | NY | 10166 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| IRA AKSELRAD | |||||||||
| C/O THE JOHNSON COMPANY | 610 FIFTH AVE 2ND FL | NEW YORK | NY | 10020 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| KENNETH J DRUMMOND | |||||||||
| C/O THE JOHNSON COMPANY | 610 FIFTH AVE 2ND FL | NEW YORK | NY | 10020 | TRUSTEE | 0.25 | $0 | $0 | $0 |
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 | $26,405,981 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,598,014 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,193 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,019,188 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,019,188 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $420,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,598,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,379,945 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,379,945 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,402 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,402 | TotalTaxAmt |
| Distributable Before Adj | $1,370,543 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,370,543 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,370,543 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,293,627 | 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 | $1,293,627 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,402 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,284,225 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,370,543 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,141,275 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,293,627 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,141,275 | AppliedToYear1Amt |
| Applied To Current Year | $152,352 | 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 | $1,218,191 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COLORADO COLLEGE | ||||||||
| 14 EAST CACHE LA POUDRE STREET | COLORADO SPRINGS | CO | 80903 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| CREATIVE TIME | ||||||||
| 59 EAST FOURTH STREET 6 | NEW YORK | NY | 10003 | NONE | PC | SOCIAL WELFARE | $75,000 | |
| REACT TO FILM | ||||||||
| 205 EAST 42ND STREET 17TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| TIPPING POINT COMMUNITY | ||||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 7TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| SEVEN ARROWS SCHOOL | ||||||||
| 15240 LA CRUZ DR | PACIFIC PALISADES | CA | 90272 | NONE | PC | SOCIAL WELFARE | $60,000 | |
| THE HEROES PROJECT | ||||||||
| 7304 BEVERLY BOULEVARD 151 | LOS ANGELES | CA | 90036 | NONE | PC | SOCIAL WELFARE | $85,000 | |
| TEACH FOR AMERICA | ||||||||
| BAY AREA REGION | SAN FRANCISCO | CA | 94139 | NONE | PC | SOCIAL WELFARE | $25,000 | PO BOX 398296 |
| THE HAMMER MUSEUM | ||||||||
| 10899 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| THRU PARTNERHIPS | ||||||||
| c/o THE JOHNSON COMPANY | NEW YORK | NY | 10020 | NONE | PC | SOCIAL WELFARE | $185 | 610 FIFTH AVENUE |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | SOCIAL WELFARE | $100,000 | |
| CAMBODIAN LIVING ARTS | ||||||||
| 228 PARK AVE SOUTH 49331 | NEW YORK | NY | 10003 | NONE | PC | social welfare | $20,000 | |
| CHARITY GLOBAL INC | ||||||||
| 40 WORTH STREET SUITE 330 | NEW YORK | NY | 10013 | NONE | PC | SOCIAL WELFARE | $25,000 | |
| ESALEN INSTITUTE | ||||||||
| 1001 BRIDGEWAY 247 | SAUSALITO | CA | 94965 | NONE | PC | SOCIAL WELFARE | $85,000 | |
| SOCIAL AND PUBLIC ART RESOURCE CENTER | ||||||||
| 685 VENICE BLVD | VENICE | CA | 90291 | NONE | PC | SOCIAL WELFARE | $5,000 | |
| The Ministry Of The Kordada Inc | ||||||||
| 8822 Cynthia Street West | Hollywood | CA | 90069 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| DARKNESS TO LIGHT | ||||||||
| 1064 Gardner Rd 210 | Charleston | SC | 29407 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| The Chapin School Ltd | ||||||||
| 100 East End Avenue | NEW YORK | NY | 10028 | NONE | PC | SOCIAL WELFARE | $15,000 | |
| Crayon Collection | ||||||||
| 149 S Barrington Ave Ste 649 | Los Angeles | CA | 90049 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| Golden Children Inc | ||||||||
| 610 FIFTH AVENUE SECOND FLOOR | NEW YORK | NY | 10020 | NONE | PC | SOCIAL WELFARE | $136,000 | |
| Millbrook Fire Department | ||||||||
| 20 Front Street | Millbrook | NY | 12545 | NONE | PC | SOCIAL WELFARE | $60,000 | |
| KIMBALL UNION ACADEMY | ||||||||
| Seven Campus Center Road | MERIDEN | NH | 03770 | NONE | PC | SOCIAL WELFARE | $30,000 | |
| Georgetown University Gift Processing | ||||||||
| Dept 0734 | WASHINGTON | DC | 20073 | NONE | PC | EDUCATION | $15,000 | |
| Alzheimer's Association New York City Chapter | ||||||||
| 60 East 42nd Street 2240 | NEW YORK | NY | 10165 | NONE | PC | MEDICAL RESEARCH | $400,000 | |
| Fulcrum Arts | ||||||||
| 495 East Colorado Boulevard | Pasadena | CA | 91101 | NONE | PC | SOCIAL WELFARE | $5,000 | |
| Harmony Labs | ||||||||
| 311 West 43rd Street | NEW YORK | NY | 10036 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,291,185 | 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 | $35,191 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $629,424 | 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 | 14 | ExclusionCd |
| Exclusion | $3,326 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $328,401 | 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 | $996,342 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $996,342 | 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 (3 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 | $589,968 | Yes (X) | |
| ELIZABETH ROSS JOHNSON 2005 CLAT | |||||||
| 2 | 610 FIFTH AVENUE 2ND FLOOR | NEW YORK | NY | 10020 | $664,349 | Yes (X) | |
| THE LIGHTNING TREE CRUT | |||||||
| 3 | 610 FIFTH AVENUE 2ND FLOOR | New York | NY | 10020 | $5,877 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 5,148 SHARES OF JOHNSON & JOHNSON COM | NoncashPropertyDesc |
| Fair Market Value | $664,349 | FairMarketValueAmt |
| Received | 2018-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,385 | Amt |
| Net Investment Income | $1,693 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,692 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 133,495 SHS JOHNSON & JOHNSON | $7,447,403 | $17,227,530 |
| STOCKS- SEE STATEMENT ATTACHED | $5,405,533 | $6,320,445 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,755,516 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,758,050 | USGovtObligationsEOYFMVAmt |
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 | $8,898 | BookValueAmt |
| EOYFMV | $8,898 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKERAGE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $4,516 | EOYBookValueAmt |
| EOYFMV | $4,516 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT | $5,812 |
| UNREALIZED LOSS - PERRY PARTNERS | $5,879 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERRY PARTNERS - INV FEES | $108 | $108 | |
| FILING FEES | $750 | $750 | |
| NON-DEDUCTIBLE EXPENSES | $12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERRY PARTNERS LP K-1 INCOME | Desc |
| Revenue And Expenses Per Books | $3,326 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,326 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO ESTATE OF ERJ | Desc |
| BOY Book Value | $11,155 | BOYBookValueAmt |
| EOY Book Value | $14,540 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $49,947 | Amt |
| Net Investment Income | $49,947 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $18,183 | |
| FOREIGN TAX PAID | $4,347 | $4,347 |