JOHANSSON FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHANSSON FAMILY FOUNDATION (EIN 98-0587690)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201833179349101083
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T12:29:43-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571089574 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE E CASSIDY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MATHEWS DR STE 114 | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29926 | 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 | 980587690 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHANSSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHA | BusinessNameControlTxt |
| Phone | 2075683799 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CHAPEL YORK 1000 N WEST ST 1200 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERKER JOHANSSON | PersonNm |
| Person Title | TRUSTEE / DIRECTOR | PersonTitleTxt |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE E CASSIDY | PreparerPersonNm |
| PTIN | P00022087 | PTIN |
| Phone | 8436892800 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.41.12.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 11:29:43 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5DFE2151FA18D105B3340ED6D59BE90347877607 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 93B8132AFCFCC12003AE2D6E1B76F1976DC10ABC | 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 | $2,593,501 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $678,116 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $347,488 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $347,488 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $347,488 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $1,025,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $347,488 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $347,488 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $20,732 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $20,732 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,919 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,919 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $504,401 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $504,401 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $534,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $534,052 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $491,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $347,488 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $347,488 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $184,475 | CashBOYAmt |
| Cash EOY | $704,121 | CashEOYAmt |
| Cash EOYFMV | $704,121 | CashEOYFMVAmt |
| Corporate Stock BOY | $923,259 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,208,242 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,208,242 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $352,698 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $374,266 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $374,266 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $300,712 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $306,872 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $306,872 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,761,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,593,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,593,501 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,360 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,273 | AccountsPayableEOYAmt |
| Grants Payable BOY | $300,298 | GrantsPayableBOYAmt |
| Grants Payable EOY | $381,712 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $194,711 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $163,553 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $504,369 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $555,538 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $15 | CapitalStockBOYAmt |
| Capital Stock EOY | $15 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,256,760 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,037,948 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,256,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,037,963 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,761,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,593,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,256,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $491,552 | ExcessRevenueOverExpensesAmt |
| Other Increases | $289,636 | OtherIncreasesAmt |
| Subtotal | $2,037,963 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,037,963 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $446,683 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,589,827 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.280963 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $520,803 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,043,864 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.254813 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $541,070 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,722,154 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.198765 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $474,266 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,701,426 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.128131 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $187,827 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,523,603 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053305 | DistributionYr5Rt |
| Total Distribution | 0.915977 | TotalDistributionRt |
| Average Distribution | 0.183195 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,783,523 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $326,732 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,475 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $330,207 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $534,052 | 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 | $3,475 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,475 | SubtotalAmt |
| Tax Based On Investment Income | $3,475 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $920 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $2,567 | TaxDueAmt |
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 | DE | 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 JOHANSSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2075683799 | PhoneNum |
Location Of Books Foreign Address LocationOfBooksForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 LANSDOWNE ROAD | AddressLine1Txt |
| City | LONDON | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | W11 3LW | ForeignPostalCd |
| 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 |
| 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 Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JERKER JOHANSSON | ||||||||
| 10 LANSDOWNE RD | LONDON | UK | W11 3LW | TRUSTEE / DI | 2.00 | $0 | $0 | $0 |
| STEPHANIE JOHANSSON | ||||||||
| 10 LANSDOWNE RD | LONDON | UK | W11 3LW | TRUSTEE / DI | 2.00 | $0 | $0 | $0 |
| SARAH EYERS | ||||||||
| 10 LANSDOWNE RD | LONDON | UK | W11 3LW | TRUSTEE / DI | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $537,864 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $433,698 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $839,121 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,810,683 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,810,683 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,160 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,783,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,475 | TotalTaxAmt |
| Distributable Before Adj | $85,701 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $85,701 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $85,701 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $534,052 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $534,052 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,475 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $530,577 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,701 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $11,650 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $289,915 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $406,454 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $420,360 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $369,014 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,497,393 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $534,052 | QualifyingDistributionsAmt |
| Applied To Current Year | $85,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $448,351 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,945,744 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,650 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,934,094 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $289,915 | ExcessFromYear4Amt |
| Excess From Year3 | $406,454 | ExcessFromYear3Amt |
| Excess From Year2 | $420,360 | ExcessFromYear2Amt |
| Excess From Year1 | $369,014 | ExcessFromYear1Amt |
| Excess From Current Year | $448,351 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JERKER JOHANSSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GREEN HOUSE SPORTS | |||||||||||
| 35 COSWAY STREET | LONDON | UK | NW1 5NS | EXEMPT | CHARITABLE SUPPORT | $14,380 | |||||
| KENSINGTON AND CHELSEA FOUNDATION | |||||||||||
| 111-117 LANCASTER ROAD | LONDON | UK | W11 1QT | EXEMPT | CHARITABLE SUPPORT | $1,351 | |||||
| KENT PLACE SCHOOL | |||||||||||
| EXEMPT | CHARITABLE SUPPORT | $1,055 | 42 NORWOOD AVENUE | SUMMIT | NJ | 07902 | |||||
| LYFORD CAY FOUNDATION INC | |||||||||||
| EXEMPT | CHARITABLE SUPPORT | $15,677 | 521 FIFTH AVENUE 10TH FL | NEW YORK | NY | 10175 | |||||
| MORGAN LIBRARY AND MUSEUM | |||||||||||
| EXEMPT | CHARITABLE SUPPORT | $130,795 | 225 MADISON AVE | NEW YORK | NY | 10016 | |||||
| MOUSETRAP | |||||||||||
| 33 SHAFTESBURY AVE | LONDON | UK | W1D 7E | EXEMPT | CHARITABLE SUPPORT | $14,865 | |||||
| VICTORIA & ALBERT MUSEUM | |||||||||||
| S KENSINGTON CROMWELL RD | LONDON | UK | SW7 2RL | EXEMPT | CHARITABLE PURPOSE | $12,162 | |||||
| W11 CHILDREN'S OPERA TRUST | |||||||||||
| 3 OBSERVATORY GARDENS | LONDON | UK | W8 7HY | EXEMPT | CHARITABLE PURPOSE | $676 | |||||
| WHIZZ KIDS | |||||||||||
| 4TH FLOOR PORTLAND HOUSE | LONDON | UK | SW1E 5BH | EXEMPT | CHARITABLE SUPPORT | $676 | BRESSENDEN PL | ||||
| AVONDALE EXTRA | |||||||||||
| SIRDAR RD | LONDON | UK | W11 4EE | EXEMPT | CHARITABLE SUPPORT | $676 | |||||
| THE GLOBAL FUND FOR CHILDREN UK TR | |||||||||||
| BERGER HOUSE 36-38 | LONDON | UK | W1J 5AE | EXEMPT | CHARITABLE SUPPORT | $6,757 | BERKELEY SQUARE | ||||
| CITY HARVEST | |||||||||||
| EXEMPT | CHARITABLE SUPPORT | $40,541 | 6 E 32ND ST | NEW YORK | NY | 10016 | |||||
| DUKE UNIVERSITY | |||||||||||
| EXEMPT | CHARITABLE SUPPORT | $259,516 | DURHAM | DURHAM | NC | 27708 | |||||
| COMM FOUNDATION FOR MONTEREY CO | |||||||||||
| EXEMPT | CHARITABLE SUPPORT | $5,274 | 2354 GARDEN RD | MONTEREY | CA | 93940 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $504,401 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $347,488 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $347,488 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $347,488 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JERKER JOHANSSON | ContributorPersonNm |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 LANSDOWNE RD | AddressLine1Txt |
| City | LONDON | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | W11 3LW | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $633,957 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - VITSOE | $270,270 | $270,270 |
| CORPORATE BONDS - BANK OF AMERICA | $103,996 | $103,996 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ZURICH INSURANCE GROUP AG | $89,805 | $89,805 |
| BASF SE NAMENS-AKTIEN | $137,174 | $137,174 |
| FORTUM CORP | $99,083 | $99,083 |
| KERING | $272,340 | $272,340 |
| WOLTERS KLUWER NV | $204,909 | $204,909 |
| AVIVA PLC | $103,040 | $103,040 |
| BP PLC | $68,778 | $68,778 |
| ROYAL DUTCH SHELL PLC | $108,775 | $108,775 |
| HENNES & MAURITZ AB | $62,078 | $62,078 |
| MATADOR RESOURCES CO | $62,260 | $62,260 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANZ BKG 22 VRN | FMV | ||
| 4.625 PEMEX23 MTN-S | FMV | $104,169 | $104,169 |
| BIG ISSUE INVEST SOC ENT INV F II LP | AT COST | $202,703 | $202,703 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $20,732 | LegalFeesAmt |
| Disbursements Charitable Prps | $20,732 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED INVESTMENT GAINS & LOSSES | $164,284 |
| CURRENCY EXCHANGE DIFFERENCE | $125,352 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CREDITORS DUE WITHIN ONE YEAR | Desc |
| BOY Book Value | $194,711 | BOYBookValueAmt |
| EOY Book Value | $163,553 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDEPENDENT EXAMINERS FEES | CategoryTxt |
| Amt | $8,919 | Amt |
| Disbursements Charitable Prps | $8,919 | DisbursementsCharitablePrpsAmt |
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