CHILDRENS TR 04132005: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS TR 04132005 (EIN 20-6512349)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349102837
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2018-11-15T12:56:03-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-15 | 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 | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26505220183195000026 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7B6A29356EBE34B2A455BE8502211518E0604653 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B6A29356EBE34B2A455BE8502211518E0604653 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,665,387 | 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 | $1,318,283 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,064 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,064 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $584,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $584,589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,461,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,330 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,701 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,701 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,014,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $696,684 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $46,646 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,646 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,323 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,823 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $943 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $193 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,912 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,662 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,250,066 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,250,066 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,308,978 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,662 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,250,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $705,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $648,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,702 | CashBOYAmt |
| Cash EOY | $4,550 | CashEOYAmt |
| Cash EOYFMV | $4,550 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $974,014 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,886,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,886,595 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,993,413 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,885,579 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,752,754 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $79,296 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,488 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,488 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,131,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,798,212 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,665,387 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,155 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,155 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,155 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,155 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $15,120,270 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,787,057 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,120,270 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,787,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,131,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,798,212 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,120,270 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $705,989 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,826,259 | SubtotalAmt |
| Other Decreases | $39,202 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,787,057 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED - S/T | P | $1,227,823 | $1,235,799 | -$7,976 | -$7,976 |
| PUBLICLY TRADED - L/T | P | $1,093,964 | $982,308 | $111,656 | $111,656 |
| THRU PERRY PARTNERS LP K-1 | P | $7,843 | |||
| PUBLICLY TRADED - S/T | P | $1,887,170 | $1,841,804 | $45,366 | $45,366 |
| PUBLICLY TRADED - L/T | P | $252,668 | $302,314 | -$49,646 | -$49,646 |
| CAPITAL GAIN DIVIDENDS | P | $87 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,330 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $999,897 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,515,057 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04441 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $686,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,894,778 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034481 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $500,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,047,917 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035592 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,795,955 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $799,944 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,447,115 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0947 | DistributionYr5Rt |
| Total Distribution | 0.209183 | TotalDistributionRt |
| Average Distribution | 0.041837 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,918,791 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,084,364 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,480 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,090,844 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,250,816 | 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 | $6,480 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,480 | SubtotalAmt |
| Tax Based On Investment Income | $6,480 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,477 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $24,477 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,997 | OverpaymentAmt |
| Applied To ES Tax | $17,997 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
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 | $24,197,861 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,065,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,392 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,313,493 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,313,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $394,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,918,791 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,295,940 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,295,940 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,480 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,480 | TotalTaxAmt |
| Distributable Before Adj | $1,289,460 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,289,460 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,289,460 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,250,816 | 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 | $1,250,816 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,480 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,244,336 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,289,460 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,102,631 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,250,816 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,102,631 | AppliedToYear1Amt |
| Applied To Current Year | $148,185 | 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 | $1,141,275 | 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 (34 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 | $40,000 | |
| 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 | $25,000 | |
| THE HARMONY INSTITUTE | ||||||||
| 54 WEST 21 ST STREET | NEW YORK | NY | 10010 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 7TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | SOCIAL WELFARE | $70,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| CENTER FOR ARTS EDUCATION | ||||||||
| 266 WEST 37TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| OPERATION SMILE | ||||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VI | 23453 | NONE | PC | SOCIAL WELFARE | $30,000 | |
| THE CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| SEVEN ARROWS SCHOOL | ||||||||
| 15240 LA CRUZ DR | PACIFIC PALISADES | CA | 90272 | NONE | PC | SOCIAL WELFARE | $60,000 | |
| SOCIAL GOOD FUND INC | ||||||||
| 12651 SAN PABLO AVE 5473 | OAKLAND | CA | 94608 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| 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 | |
| FORD THEATRE FOUNDATION | ||||||||
| 2580 CAHUENGA BOULEVARD EAST | HOLLYWOOD | CA | 90068 | NONE | PC | SOCIAL WELFARE | $5,000 | |
| THRU PARTNERHIPS | ||||||||
| c/o THE JOHNSON COMPANY | NEW YORK | NY | 10020 | NONE | PC | SOCIAL WELFARE | $66 | 610 FIFTH AVENUE |
| THE BIRCH WATHEN LENOX SCHOOL | ||||||||
| 210 EAST 77TH STREET | NEW YORK | NY | 10075 | NONE | PC | SOCIAL WELFARE | $30,000 | |
| PATHWAYS FOR AMERICA | ||||||||
| 115 E 23RD STREET 5TH FL | NEW YORK | NY | 10010 | NONE | PC | SOCIAL WELFARE | $39,500 | |
| THE GREEN SCHOOLS ALLIANCE | ||||||||
| 1875 CONNECTICUT AVE NW 10TH FL | WASHINGSTON | DC | 20009 | NONE | PC | SOCIAL WELFARE | $40,000 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | SOCIAL WELFARE | $100,000 | |
| HARBOR BRANCH OCEANGRAPHIC INSTITUTE FOUNDATION | ||||||||
| 5600 N US HIGHWAY 1 | FORT PIERCE | FL | 34946 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| THE ASPEN INSTITUTE | ||||||||
| ONE DUPONT CIRCLE NW 700 | WASHINGTON | DC | 20036 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| CAMBODIAN LIVING ARTS | ||||||||
| 228 PARK AVE SOUTH 49331 | NEW YORK | NY | 10003 | NONE | PC | social welfare | $100,000 | |
| CHARITY GLOBAL INC | ||||||||
| 40 WORTH STREET SUITE 330 | NEW YORK | NY | 10013 | NONE | PC | SOCIAL WELFARE | $40,000 | |
| ESALEN INSTITUTE | ||||||||
| 1001 BRIDGEWAY 247 | SAUSALITO | CA | 94965 | NONE | PC | SOCIAL WELFARE | $50,000 | |
| GOD'S LOVE WE DELIVER | ||||||||
| 166 AVENUE OF THE AMERICANS | NEW YORK | NY | 10013 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| REGIONS HOSPITAL FOUNDATION | ||||||||
| 640 JACKSON STREET | ST PAUL | MN | 55101 | NONE | PC | SOCIAL WELFARE | $100,000 | |
| MONTAUK HISTORICAL SOCIETY | ||||||||
| PO BOX 943 | MONTAUK | NY | 11954 | NONE | PC | SOCIAL WELFARE | $20,000 | |
| A SENSE OF HOME | ||||||||
| 4712 ADMIRALTY WAY 1203 | MARINA DEL REY | CA | 90292 | NONE | PC | SOCIAL WELFARE | $5,000 | |
| SOCIAL AND PUBLIC ART RESOURCE CENTER | ||||||||
| 685 VENICE BLVD | VENICE | CA | 90291 | NONE | PC | SOCIAL WELFARE | $2,500 | |
| ZEN HOSPICE PROJECT | ||||||||
| 273 PAGE STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | SOCIAL WELFARE | $50,000 | |
| SIERRA CLUB | ||||||||
| 2101 WEBSTER STREET SUITE 1300 | OAKLAND | CA | 94612 | NONE | PC | SOCIAL WELFARE | $100,000 | |
| THE NEW YORK WOMEN'S FOUNDATION | ||||||||
| 39 BROADWAY SUTE 2300 | NEW YORK | NY | 10006 | NONE | PC | SOCIAL WELFARE | $83,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,250,066 | 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 | $2,064 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $584,589 | 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 | $2,701 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $107,330 | 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 | $696,684 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $696,684 | 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 | $568,218 | Yes (X) | |
| ELIZABETH ROSS JOHNSON 2005 CLAT | |||||||
| 2 | 610 FIFTH AVENUE 2ND FLOOR | NEW YORK | NY | 10020 | $672,892 | Yes (X) | |
| THE LIGHTNING TREE CRUT | |||||||
| 3 | 610 FIFTH AVENUE 2ND FLOOR | New York | NY | 10020 | $77,173 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 4,816 SHARES OF JOHNSON & JOHNSON COM | NoncashPropertyDesc |
| Fair Market Value | $672,892 | FairMarketValueAmt |
| Received | 2017-12-29 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 128,347 SHS JOHNSON & JOHNSON | $6,783,054 | $17,932,643 |
| STOCKS- SEE STATEMENT ATTACHED | $7,102,525 | $8,820,111 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PERRY PARTNERS LP | FMV | $21,488 | $21,488 |
| WILLIAMS PARTNERS LP | FMV | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJ - OUTSTANDING CHECK | $30,000 |
| PRIOR PERIOD ADJ - WILLIAM PARTNERS | $5,366 |
| PRIOR PERIOD ADJ - OTHER | $1,497 |
| UNREALIZED LOSS - PERRY PARTNERS | $2,339 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERRY PARTNERS LP - INV FEES | $168 | $168 | |
| BANK FEES | $25 | $25 | |
| NYS FILING FEES | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PERRY PARTNERS LP K-1 INCOME | -$111 | -$111 |
| WILLIAMS PARTNERS - PRIOR YRS ADJUSTMENT | $2,812 | $2,812 |
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 | $11,155 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $46,646 | Amt |
| Net Investment Income | $46,646 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $9,500 | |
| FOREIGN TAX PAID | $1,823 | $1,823 |