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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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-12T14:16:35-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172703ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206512349EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHILDREN'S TRUSTBusinessNameLine1Txt
Business Name Line2C/O THE JOHNSON COMPANYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHILBusinessNameControlTxt
Phone2123327500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1610 FIFTH AVE 2ND FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRA AKSELRADPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2123327500PhoneNum
Signature2025-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHANIE HINESPreparerPersonNm
PTINP00191243PTIN
Phone2129498700PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$37,973,971FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,245,155ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$99,719InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$99,719InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,004,656DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,004,656DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$51,773NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$467,947GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$25OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$25OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$2,297,782TotalRevAndExpnssAmt
Total Net Invst Incm$1,104,400TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$61,160OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$61,160OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$40,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$750OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$101,910TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61,160TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,796,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,796,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,898,410TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61,160TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,797,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$399,372ExcessRevenueOverExpensesAmt
Net Investment Income$1,043,240NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,038CashBOYAmt
Cash EOY$10,300CashEOYAmt
Cash EOYFMV$10,300CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,755,020SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,130,660SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,162,604SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$16,502,687CorporateStockBOYAmt
Corporate Stock EOY$16,539,100CorporateStockEOYAmt
Corporate Stock EOYFMV$33,795,786CorporateStockEOYFMVAmt
Other Assets BOY$5,224OtherAssetsBOYAmt
Other Assets EOY$5,281OtherAssetsEOYAmt
Other Assets EOYFMV$5,281OtherAssetsEOYFMVAmt
Total Assets BOY$20,285,969TotalAssetsBOYAmt
Total Assets EOY$20,685,341TotalAssetsEOYAmt
Total Assets EOYFMV$37,973,971TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$20,285,969RetainedEarningBOYAmt
Retained Earning EOY$20,685,341RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,285,969TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,685,341TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,285,969TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,685,341TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,285,969TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$399,372ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$20,685,341SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,685,341TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES2023-10-252024-04-04$21,680$24,914-$3,234-$3,234
PUBLICLY TRADED SECURITIES2024-12-31$343,479$378,008-$34,529-$34,529
11,000 SHS UNITED STATES TRAS BILLS2024-06-102024-10-23$10,940$10,940$0$0
PUBLICLY TRADED SECURITIES2024-12-31$91,848$105,858-$14,010-$14,010
FieldValueIRS element (for citing)
Capital Gain Net Income-$51,773CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$3,234NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,501InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,501SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,501TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28,010EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$29,010TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$14,509OverpaymentAmt
Applied To ES Tax$14,509AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE JOHNSON COMPANY INCIndividualWithBooksNm
Phone2123327500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1610 FIFTH AVENUE 2ND FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRA AKSELRAD
C/O THE JOHNSON COMPANY 610 FIFTHAVE 2ND FLNEW YORKNY10020TRUSTEE0.25$0$0$0
ELIZABETH ROSS JOHNSON WHITE
C/O THE JOHNSON COMPANY 610 FIFTHAVE 2ND FLNEW YORKNY10020TRUSTEE0.25$0$0$0
ANNABEL ROSS JOHNSON TEAL
C/O THE JOHNSON COMPANY 610 FIFTHAVE 2ND FLNEW YORKNY10020TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$36,228,447AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,242,097AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$38,470,544TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$38,470,544AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$577,058CashDeemedCharitableAmt
Net Vl Noncharitable Assets$37,893,486NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,894,674MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,894,674MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,501TaxBasedOnInvestmentIncomeAmt
Total Tax$14,501TotalTaxAmt
Distributable Before Adj$1,880,173DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,880,173DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,880,173DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,797,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,797,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,880,173DistributableAsAdjustedAmt
Undistributed Income PY$1,770,534UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,797,250QualifyingDistributionsAmt
Applied To Year1$1,770,534AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,716AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,853,457UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION NEW YORK CITY CHAPTER
60 EAST 42ND STREET 2240NEW YORKNY10165NONEPCSOCIAL WEFARE$40,000
AMERICAN MUSEUM OF NATURAL HISTORY
200 CENTRAL PARK WESTNEW YORKNY10024NONEPCSOCIAL WELFARE$15,000
ANGELS OF LIGHT
PO BOX 345MILLBROOKNY12545NONEPCSOCIAL WELFARE$10,000
ART INTO ACRES
20 WILLOW AVEFAIRFAXCA94930NONEPCSOCIAL WELFARE$25,000
BLACKBERRY FARM FOUNDATION
1471 WEST MILLERS COVE ROADWALLANDTN37886NONEPCSOCIAL WELFARE$5,000
BREECH WITHOUT BORDERS INC
207 RIVERFRONT DRIVECASHMEREWA98815NONEPCSOCIAL WELFARE$25,000
CENTRAL PARK CONSERVANCY
717 FIFTH AVENUENEW YORKNY10022NONEPCSOCIAL WELFARE$120,000
CHARITYWATER
PO BOX 5026HAGERSTOWNMD21741NONEPCSOCIAL WELFARE$7,500
CHURCHILL SCHOOL & CENTER
301 EAST 29 STREETNEW YORKNY10016NONEPCSOCIAL WELFARE$10,000
CLIENT EARTH
501 SANTA MONICA BLVD STE 510SANTA MONICACA90401NONEPCSOCIAL WELFARE$15,000
COLORADO COLLEGE
14 EAST CACHE LA POUDRE STREETCOLORADO SPRINGSCO80903NONEPCSOCIAL WELFARE$10,000
CREATIVE TIME
59 EAST FOURTH STREET 6NEW YORKNY10003NONEPCSOCIAL WELFARE$46,500
DUTCHESS LAND CONSERVANCY
PO BOX 138MILLBROOKNY12545NONEPCSOCIAL WELFARE$132,500
ESALEN INSTITUTE
55000 HIGHWAY 1BIG SURCA93920NONEPCSOCIAL WELFARE$75,000
FOOD BANK FOR NEW YORK CITY
39 BROADWAY 10TH FLNEW YORKNY10006NONEPCSOCIAL WELFARE$20,000
FRACTURED ATLAS
228 PARK AVE S 56651NEW YORKNY10003NONEPCSOCIAL WELFARE$50,000
FRIENDS SEMINARY
222 EAST 16TH STNEW YORKNY10003NONEPCSOCIAL WELFARE$20,000
INDIAN MOUNTAIN SCHOOL
211 INDIAN MOUNTAIN ROADLAKEVILLECT06039NONEPCSOCIAL WELFARE$15,000
LENOX HILL NEIGHBORHOOD HOUSE
331 EAST 70TH STNEW YORKNY10021NONEPCSOCIAL WELFARE$50,000
LUPUS RESEARCH ALLIANCE
270 MADISON AVE SUITE 300NEW YORKNY10016NONEPCSOCIAL WELFARE$10,500
MARIN MONTESSORI SCHOOL
5200 PARADISE DRIVECORTE MADERACA94925NONEPCSOCIAL WELFARE$50,000
MILL VALLEY LIBRARY FOUNDATION
375 THROCKMORTON AVENUEMILL VALLEYCA94941NONEPCSOCIAL WELFARE$15,000
MILLBROOK HORSE TRIALS
PO BOX 893MILLBROOKNY12545NONEPCSOCIAL WELFARE$15,000
NEW YORK LIVE ARTS
219 W 19TH STREETNEW YORKNY10011NONEPCSOCIAL WELFARE$30,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILIAM STREETNEW YORKNY10022NONEPCSOCIAL WELFARE$222,500
REPRODUCTIVE FREEDOM FOR ALL FOUNDATION
1725 EYE STREET NW SUITE 900WASHINGTONDC20006NONEPCSOCIAL WELFARE$25,000
SOUL FIRE FARM
1972 NY HWY 2PETERSBURGNY12138NONEPCSOCIAL WELFARE$25,000
ST THOMAS MORE PLAY GROUP
65 EAST 89TH STREETNEW YORKNY10128NONEPCSOCIAL WELFARE$42,000
SWIMDO
133 E DE LA GUERRA 138SANTA BARBARACA93101NONEPCSOCIAL WELFARE$10,000
TAFT SCHOOL
110 WOODBURY RDWATERTOWNCT06795NONEPCSOCIAL WELFARE$5,000
TEACH FOR AMERICA
25 BROADWAY 12TH FLOORNEW YORKNY10004NONEPCSOCIAL WELFARE$15,000
THE 10000 BRAINS NEURO AI INC
490 LAKE PARK AVENUE 10890OAKLANDCA94610NONEPCSOCIAL WELFARE$150,000
THE CHAPIN SCHOOL
100 EAST END AVENUENEW YORKNY10028NONEPCSOCIAL WELFARE$5,000
THE CITY OF MILL VALLEY
25 CORTE MADERA AVENUEMILL VALLEYCA94941NONEPCSOCIAL WELFARE$5,000
THE DOE FUND
345 EAST 102 STREET SUITE 305NEW YORKNY10029NONEPCSOCIAL WELFARE$15,000
THE EPISCOPAL SCHOOL
35 EAST 69TH STREETNEW YORKNY10021NONEPCSOCIAL WELFARE$20,000
THE HEROES PROJECT
10960 WILSHIRE BLVD 5TH FLLOS ANGELESCA90503NONEPCSOCIAL WELFARE$10,000
THE METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONEPCSOCIAL WELFARE$20,000
THE METROPOLITAN OPERA ASSOCIATION INC
BROADWAY AND 64 STREETNEW YORKNY10023NONEPCSOCIAL WELFARE$10,000
THE MINISTRY OF THE KORDADA INC
8822 CYNTHIA STREETWEST HOLLYWOODCA90069NONEPCSOCIAL WELFARE$250,000
THE SOCIETY OF MSK
275 YORK AVENUENEW YORKNY10065NONEPCSOCIAL WELFARE$100,000
WETA INC
3939 CAMPBELL PLACARLINGTONVA22206NONEPCSOCIAL WELFARE$50,000
WETHERSFIELD FOUNDATION INC
257 PUGSLEY HILL ROADAMENIANY12501NONEPCSOCIAL WELFARE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,796,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$99,719ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,004,656ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$25ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$51,773ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,052,627ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,052,627TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ELIZABETH ROSS JOHNSON 2005 CLAT
1610 FIFTH AVE 2ND FLNEW YORKNY10020$696,961Yes (X)
ELIZABETH ROSS JOHNSON 2005 CLAT
2610 FIFTH AVE 2ND FLNEW YORKNY10020$545,194Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property3,750 SHARES OF JOHNSON & JOHNSON COMNoncashPropertyDesc
Fair Market Value$545,194FairMarketValueAmt
Received2024-12-16ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUE FROM BROKERAGE$5,224$1,781$1,781
OTHER RECEIVABLE$0$3,500$3,500

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS FILING FEESDesc
Revenue And Expenses Per Books$750RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREFUND OF WIRE TRANSFER FEEDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$25NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$61,160Amt
Net Investment Income$61,160NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$40,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt