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CHILDRENS TR 04132005: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS TR 04132005 (EIN 20-6512349)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349103050
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T14:16:35-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206512349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHILDREN'S TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE JOHNSON COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIL | BusinessNameControlTxt |
| Phone | 2123327500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 FIFTH AVE 2ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRA AKSELRAD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123327500 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE HINES | PreparerPersonNm |
| PTIN | P00191243 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,973,971 | 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 | $1,245,155 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $99,719 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $99,719 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,004,656 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,004,656 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$51,773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $467,947 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,297,782 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,104,400 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $61,160 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,160 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,160 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,796,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,796,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,898,410 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,160 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,797,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $399,372 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,043,240 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,038 | CashBOYAmt |
| Cash EOY | $10,300 | CashEOYAmt |
| Cash EOYFMV | $10,300 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,755,020 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,130,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,162,604 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,502,687 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,539,100 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,795,786 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,224 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,281 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,281 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,285,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,685,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,973,971 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $20,285,969 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,685,341 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,285,969 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,685,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,285,969 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,685,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,285,969 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $399,372 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,685,341 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,685,341 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-10-25 | 2024-04-04 | $21,680 | $24,914 | -$3,234 | -$3,234 |
| PUBLICLY TRADED SECURITIES | 2024-12-31 | $343,479 | $378,008 | -$34,529 | -$34,529 | |
| 11,000 SHS UNITED STATES TRAS BILLS | 2024-06-10 | 2024-10-23 | $10,940 | $10,940 | $0 | $0 |
| PUBLICLY TRADED SECURITIES | 2024-12-31 | $91,848 | $105,858 | -$14,010 | -$14,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$51,773 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,234 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,501 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,501 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,501 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,010 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,010 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,509 | OverpaymentAmt |
| Applied To ES Tax | $14,509 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE JOHNSON COMPANY INC | IndividualWithBooksNm |
| Phone | 2123327500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 FIFTH AVENUE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|---|
| IRA AKSELRAD | |||||||||
| C/O THE JOHNSON COMPANY 610 FIFTH | AVE 2ND FL | NEW YORK | NY | 10020 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ELIZABETH ROSS JOHNSON WHITE | |||||||||
| C/O THE JOHNSON COMPANY 610 FIFTH | AVE 2ND FL | NEW YORK | NY | 10020 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ANNABEL ROSS JOHNSON TEAL | |||||||||
| C/O THE JOHNSON COMPANY 610 FIFTH | AVE 2ND FL | NEW YORK | NY | 10020 | TRUSTEE | 0.25 | $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 | $36,228,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,242,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,470,544 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,470,544 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $577,058 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,893,486 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,894,674 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,894,674 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,501 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,501 | TotalTaxAmt |
| Distributable Before Adj | $1,880,173 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,880,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,880,173 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,797,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,797,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,880,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,770,534 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,797,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,770,534 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,716 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,853,457 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION NEW YORK CITY CHAPTER | |||||||
| 60 EAST 42ND STREET 2240 | NEW YORK | NY | 10165 | NONE | PC | SOCIAL WEFARE | $40,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | SOCIAL WELFARE | $15,000 |
| ANGELS OF LIGHT | |||||||
| PO BOX 345 | MILLBROOK | NY | 12545 | NONE | PC | SOCIAL WELFARE | $10,000 |
| ART INTO ACRES | |||||||
| 20 WILLOW AVE | FAIRFAX | CA | 94930 | NONE | PC | SOCIAL WELFARE | $25,000 |
| BLACKBERRY FARM FOUNDATION | |||||||
| 1471 WEST MILLERS COVE ROAD | WALLAND | TN | 37886 | NONE | PC | SOCIAL WELFARE | $5,000 |
| BREECH WITHOUT BORDERS INC | |||||||
| 207 RIVERFRONT DRIVE | CASHMERE | WA | 98815 | NONE | PC | SOCIAL WELFARE | $25,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 717 FIFTH AVENUE | NEW YORK | NY | 10022 | NONE | PC | SOCIAL WELFARE | $120,000 |
| CHARITYWATER | |||||||
| PO BOX 5026 | HAGERSTOWN | MD | 21741 | NONE | PC | SOCIAL WELFARE | $7,500 |
| CHURCHILL SCHOOL & CENTER | |||||||
| 301 EAST 29 STREET | NEW YORK | NY | 10016 | NONE | PC | SOCIAL WELFARE | $10,000 |
| CLIENT EARTH | |||||||
| 501 SANTA MONICA BLVD STE 510 | SANTA MONICA | CA | 90401 | NONE | PC | SOCIAL WELFARE | $15,000 |
| COLORADO COLLEGE | |||||||
| 14 EAST CACHE LA POUDRE STREET | COLORADO SPRINGS | CO | 80903 | NONE | PC | SOCIAL WELFARE | $10,000 |
| CREATIVE TIME | |||||||
| 59 EAST FOURTH STREET 6 | NEW YORK | NY | 10003 | NONE | PC | SOCIAL WELFARE | $46,500 |
| DUTCHESS LAND CONSERVANCY | |||||||
| PO BOX 138 | MILLBROOK | NY | 12545 | NONE | PC | SOCIAL WELFARE | $132,500 |
| ESALEN INSTITUTE | |||||||
| 55000 HIGHWAY 1 | BIG SUR | CA | 93920 | NONE | PC | SOCIAL WELFARE | $75,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY 10TH FL | NEW YORK | NY | 10006 | NONE | PC | SOCIAL WELFARE | $20,000 |
| FRACTURED ATLAS | |||||||
| 228 PARK AVE S 56651 | NEW YORK | NY | 10003 | NONE | PC | SOCIAL WELFARE | $50,000 |
| FRIENDS SEMINARY | |||||||
| 222 EAST 16TH ST | NEW YORK | NY | 10003 | NONE | PC | SOCIAL WELFARE | $20,000 |
| INDIAN MOUNTAIN SCHOOL | |||||||
| 211 INDIAN MOUNTAIN ROAD | LAKEVILLE | CT | 06039 | NONE | PC | SOCIAL WELFARE | $15,000 |
| LENOX HILL NEIGHBORHOOD HOUSE | |||||||
| 331 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PC | SOCIAL WELFARE | $50,000 |
| LUPUS RESEARCH ALLIANCE | |||||||
| 270 MADISON AVE SUITE 300 | NEW YORK | NY | 10016 | NONE | PC | SOCIAL WELFARE | $10,500 |
| MARIN MONTESSORI SCHOOL | |||||||
| 5200 PARADISE DRIVE | CORTE MADERA | CA | 94925 | NONE | PC | SOCIAL WELFARE | $50,000 |
| MILL VALLEY LIBRARY FOUNDATION | |||||||
| 375 THROCKMORTON AVENUE | MILL VALLEY | CA | 94941 | NONE | PC | SOCIAL WELFARE | $15,000 |
| MILLBROOK HORSE TRIALS | |||||||
| PO BOX 893 | MILLBROOK | NY | 12545 | NONE | PC | SOCIAL WELFARE | $15,000 |
| NEW YORK LIVE ARTS | |||||||
| 219 W 19TH STREET | NEW YORK | NY | 10011 | NONE | PC | SOCIAL WELFARE | $30,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILIAM STREET | NEW YORK | NY | 10022 | NONE | PC | SOCIAL WELFARE | $222,500 |
| REPRODUCTIVE FREEDOM FOR ALL FOUNDATION | |||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON | DC | 20006 | NONE | PC | SOCIAL WELFARE | $25,000 |
| SOUL FIRE FARM | |||||||
| 1972 NY HWY 2 | PETERSBURG | NY | 12138 | NONE | PC | SOCIAL WELFARE | $25,000 |
| ST THOMAS MORE PLAY GROUP | |||||||
| 65 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | SOCIAL WELFARE | $42,000 |
| SWIMDO | |||||||
| 133 E DE LA GUERRA 138 | SANTA BARBARA | CA | 93101 | NONE | PC | SOCIAL WELFARE | $10,000 |
| TAFT SCHOOL | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | NONE | PC | SOCIAL WELFARE | $5,000 |
| TEACH FOR AMERICA | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | SOCIAL WELFARE | $15,000 |
| THE 10000 BRAINS NEURO AI INC | |||||||
| 490 LAKE PARK AVENUE 10890 | OAKLAND | CA | 94610 | NONE | PC | SOCIAL WELFARE | $150,000 |
| THE CHAPIN SCHOOL | |||||||
| 100 EAST END AVENUE | NEW YORK | NY | 10028 | NONE | PC | SOCIAL WELFARE | $5,000 |
| THE CITY OF MILL VALLEY | |||||||
| 25 CORTE MADERA AVENUE | MILL VALLEY | CA | 94941 | NONE | PC | SOCIAL WELFARE | $5,000 |
| THE DOE FUND | |||||||
| 345 EAST 102 STREET SUITE 305 | NEW YORK | NY | 10029 | NONE | PC | SOCIAL WELFARE | $15,000 |
| THE EPISCOPAL SCHOOL | |||||||
| 35 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | SOCIAL WELFARE | $20,000 |
| THE HEROES PROJECT | |||||||
| 10960 WILSHIRE BLVD 5TH FL | LOS ANGELES | CA | 90503 | NONE | PC | SOCIAL WELFARE | $10,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | SOCIAL WELFARE | $20,000 |
| THE METROPOLITAN OPERA ASSOCIATION INC | |||||||
| BROADWAY AND 64 STREET | NEW YORK | NY | 10023 | NONE | PC | SOCIAL WELFARE | $10,000 |
| THE MINISTRY OF THE KORDADA INC | |||||||
| 8822 CYNTHIA STREET | WEST HOLLYWOOD | CA | 90069 | NONE | PC | SOCIAL WELFARE | $250,000 |
| THE SOCIETY OF MSK | |||||||
| 275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | SOCIAL WELFARE | $100,000 |
| WETA INC | |||||||
| 3939 CAMPBELL PLAC | ARLINGTON | VA | 22206 | NONE | PC | SOCIAL WELFARE | $50,000 |
| WETHERSFIELD FOUNDATION INC | |||||||
| 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | NONE | PC | SOCIAL WELFARE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,796,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,719 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,004,656 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$51,773 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,052,627 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,052,627 | 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 |
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 | $696,961 | Yes (X) | |
| ELIZABETH ROSS JOHNSON 2005 CLAT | |||||||
| 2 | 610 FIFTH AVE 2ND FL | NEW YORK | NY | 10020 | $545,194 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 3,750 SHARES OF JOHNSON & JOHNSON COM | NoncashPropertyDesc |
| Fair Market Value | $545,194 | FairMarketValueAmt |
| Received | 2024-12-16 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 156,335 SHS JOHNSON & JOHNSON | $11,039,859 | $22,609,167 |
| STOCKS - AVAILABLE UPON REQUEST | $5,499,241 | $11,186,619 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM BROKERAGE | $5,224 | $1,781 | $1,781 |
| OTHER RECEIVABLE | $0 | $3,500 | $3,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEES | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF WIRE TRANSFER FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $61,160 | Amt |
| Net Investment Income | $61,160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $40,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |