2018-10-25T06:46:36-05:00 2017-12-31 Bender Lane Advisory LLC 4 Tower Pl Ste 1001 Albany NY 122033721 990PF 2017-01-01 256357015 THE THOMAS PHILLIPS AND JANE MOORE JOHNSON FOUNDATION % FRANK BAIOCCHI THOM 2123431011 55 EXCHANGE PLACE SUITE 404 NEW YORK NY 100052035 JAMES JOHNSON TRUSTEE 2123431011 2018-10-16 true Matthew Moore P00636204 5182181218 2018-10-12 64.246.140.66 14204720182985000000 2018-10-25 P 6155DF1B7206B068AF5DC14EA014F72282BAA246 98452BD872B507D9FD8586AAED24F6CAD1239C9A 2017 2018-06-14 16:35:46Z X 87749869 X 0 X 12653 12653 933116 933116 2218306 35748490 2218306 139927 135975 3304002 3300050 199707 199707 21944 21944 39221 39221 10833 542 0 10291 704753 247105 457648 4794 4794 73068 53068 9654 115338 115338 57908 57908 272127 239782 30584 1509347 545291 0 932641 3292500 3292500 4801847 545291 0 4225141 -1497845 2754759 548877 182869 182869 1490205 1680825 1680825 20550574 21552804 27702582 8995899 2073805 2046612 30175602 34325602 55367698 67577 51228 26003 16349 16349 753191 752934 752934 62540351 60585188 87749869 489766 0 489766 0 X 62050585 60585188 62050585 60585188 62540351 60585188 62050585 -1497845 32448 60585188 60585188 BERNSTEIN 3557 - LT P 30561250 30547420 16255 13830 STATE STREET 33 - LT P 3396212 2985189 411023 411023 2218306 false 4060731 80313683 0.050561 4127060 82269818 0.050165 3894828 83635637 0.046569 3742814 80139321 0.046704 3993538 77384246 0.051607 0.245606 0.049121 85381646 4194032 27548 4221580 4225141 X 27548 27548 27548 29299 20000 49299 X 21751 21751 false false false false false true true false true true NY PA true false false false true true WWW.JFFND.ORG FRANK BAIOCCHI 2123431011 55 EXCHANGE PLACE SUITE 404 NEW YORK NY 100052035 false false false false true false false false false false false false false false false false false false false false false JAMES M JOHNSON 55 EXCHANGE PLACE SUITE 404 NEW YORK NY 100052035 CHAIRMAN - as needed 0 0 0 0 JESSE D JOHNSON 55 EXCHANGE PLACE SUITE 404 NEW YORK NY 100052035 TREASURER - as needed 0 0 0 0 ASA J JOHNSON 55 EXCHANGE PLACE SUITE 404 NEW YORK NY 100052035 SECRETARY - as needed 0 0 0 0 ANDREW LANE 55 EXCHANGE PLACE SUITE 404 NEW YORK NY 100052035 EXECUTIVE DIRECTOR 40.0 199707 19384 0 thomas p johnson jr 55 EXCHANGE PLACE SUITE 404 NEW YORK NY 100052035 president - as needed 0 0 0 0 paul l hokemeyer 55 EXCHANGE PLACE SUITE 404 NEW YORK NY 100052035 trustee - as needed 0 0 0 0 ina j smith 55 EXCHANGE PLACE SUITE 404 NEW YORK NY 100052035 trustee - as needed 0 0 0 0 SAMANTHA E FRANKLIN 55 EXCHANGE PLACE SUITE 404 NEW YORK NY 100052035 PROGRAM OFFICER 40.0 21944 2255 THE AYCO COMPANY LP po box 860 SARATOGA SPRINGS NY 12866 ACCOUNTING 90765 SUMMIT ROCK ADVISORS 9W 57TH ST 1200 NEW YORK NY 10019 INVESTMENT ADVICE 165298 RICHARD BURNS 55 EXCHANGE PLACE SUITE 404 NEW YORK NY 100052035 CONSULTING 142500 KOYA LEADERSHIP PARTNERS 44 MERRIMAC ST NEWBURYPORT MA 01950 EXECUTIVE SEARCH 60000 TELLURIDE FOUNDATION 220 E COLORADO AVE 106 TELLURIDE CO 81435 0 53331 PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). NONE 32967077 2577876 51136921 86681874 0 86681874 1300228 85381646 4269082 4269082 27548 146 27694 4241388 4241388 4241388 4225141 0 0 0 0 4225141 27548 4197593 4241388 3915318 2015 2014 2013 0 0 4225141 3915318 309823 0 0 0 0 3931565 0 0 THOMAS PHILLIPS JOHNSON AND JANE MO NA X 1 For The Planet 47 Maple Street Suite 103 Burlington VT 05401 None PC General Charitable 30000 ACLU Foundation of Vermont Inc 90 Main St Ste 200 Montpelier VT 05602 None PC General Charitable 5000 Agnes Irwin School Ithan Ave Conestoga Rd Rosemont PA 19010 None PC General Charitable 2000 Ah Haa School for the Arts PO Box 1590 300 S Townsend St Telluride CO 81435 None PC General Charitable 15500 American Civil Liberties Union Foundation 125 Broad St 18th Floor New York NY 10004 None PC General Charitable 54000 Amnesty International of the USA 5 Penn Plaza 16th Floor New York NY 10001 None PC General Charitable 150 Bethany College 31 E Campus Dr 3 Bethany WV 26032 None PC General Charitable 80000 Blue Engine 75 Broad St RM 2900 New York NY 10004 None PC General Charitable 30000 Camp Dudley 126 Dudley Rd Westport NY 12993 None PC General Charitable 1000 Catskill Animal Sanctuary 316 Old Stage Rd Saugerties NY 12477 None PC General Charitable 100 Center for American Progress 1333 H Street NW 10th Floor Washington DC 20005 None PC General Charitable 50000 Center for Health &The Global Environment 4225 Roosevelt Way NE 100 Suite 2 Seattle WA 98106 None PC General Charitable 10000 Center for HIV Law & Policy 147 Prince Street Brooklyn NY 11201 None PC General Charitable 400 Center for Rural Affairs PO Box 136 Lyons NE 68038 None PC General Charitable 25000 Centerlink PO Box 24490 Fort Lauderdale FL 33307 None PC General Charitable 200000 City Harvest 6 East 32nd Street 5th Floor New York NY 10016 None PC General Charitable 1500 Civilian Conservation Corps PO Box 357 Williston VT 05495 None PC General Charitable 25000 CocoPoint Fund 12 Oxford Street Chevy Chase MD 20185 None PC General Charitable 5000 College for Every Student PO Box 247 Essex NY 12936 None PC General Charitable 25000 Common Cause 1133 19th Street Washington DC 20036 None PC General Charitable 25000 Conservation Colorado 1536 Wynkoop Street Suite 510 Denver CO 80202 None PC General Charitable 25000 Defend H2O PO Box 2557 Sag Harbor NY 11963 None PC General Charitable 15000 Democracy Initiative Education Fund 805 15th Street NW Washington DC 20005 None PC General Charitable 25000 Every Voice Center 1211 Connecticut Ave NW Suite 600 Washington DC 20036 None PC General Charitable 30000 Extra Mile Educational Foundation 111 Boulevard of Allies Pittsburgh PA 15222 None PC General Charitable 3000 Fair Share Education Fund 294 Washington St Suite 500 Boston MA 02108 None PC General Charitable 63000 Four Corners Alliance for Diversity PO Box 1656 Durango CO 81302 None PC General Charitable 1000 Freedom for All Americans Education Fund 1629 K St NW Suite 300 Washington DC 20006 None PC General Charitable 30000 Fund for the City of New York 121 Sixth Avenue 6th Fl New York NY 10013 None PC General Charitable 15000 Funders for Lesbian & Gay Issues 104 West 29th Street 4th Floor New York NY 10001 None PC General Charitable 35000 Funders for LGBTQ Issues 45 West 36th Street 8th Floor New York NY 10018 None PC General Charitable 5000 Gay & Lesbian Victory Institute 1225 I St NW Ste 525 Washington DC 20005 None PC General Charitable 30000 Girls Educational and Mentoring Services 201 W 148th Street Ground Floor New York NY 10039 None PC General Charitable 36000 GLSEN Inc 110 William St 30th Fl New York NY 10038 None PC General Charitable 50000 Group for the East End Inc PO Box 1792 54895 Main Road Southold NY 11971 None PC General Charitable 15000 Heights Hill Mental Health Service 25 Flatbush Ave Third Floor Brooklyn NY 11217 None PC General Charitable 10000 Immigration Equality 40 Exchange Place 1300 New York NY 10005 None PC General Charitable 100 Infact 10 Milk Street Suite 610 Boston MA 02108 None PC General Charitable 50000 International Film Seminars Inc 6 East 39th Sreet 12th Floor New York NY 10016 None PC General Charitable 25000 JASMYN PO Box 380103 Jacksonville FL 32205 None PC General Charitable 100 Kalamazoo Gay-Lesbian Resource Center 340 S Rose St Kalamazoo MI 49007 None PC General Charitable 100 Lambda Legal Defense and Education Fund 120 Wall St 19th Floor New York NY 10005 None PC General Charitable 25000 Lesbian and Gay Community Services Center 208 West 13th St New York NY 10011 None PC General Charitable 6500 Little Red School House Inc 272 6th Avenue New York NY 10014 None PC General Charitable 2000 LongHouse Reserve 133 Hands Creek Rd East Hampton NY 11937 None PC General Charitable 15000 Movement Advancement Project Inc 3020 Carbon Pl Ste 202 Boulder CO 80301 None PC General Charitable 50000 National Center for Lesbian Rights 870 Market St Ste 370 San Francisco CA 94102 None PC General Charitable 25000 Natural Resources Defense Council (NRDC) 40 West 20th Street New York NY 10011 None PC General Charitable 20000 Neighborhood Academy 709 North Aiken Avenue Pittsburgh PA 15206 None PC General Charitable 10000 New Venture Fund 1201 Connecticut Ave NW Suite 300 Washington DC 20036 None PC General Charitable 70000 New York Common Pantry 8 East 109th Street New York NY 10029 None PC General Charitable 1500 North Star Fund Inc 520 8th Avenue Suite 1800 New York NY 10018 None PC General Charitable 150000 Northeastern University 360 Huntington Avenue Boston MA 02115 None PC General Charitable 100 One Colorado Education Fund 1490 N Lafayette St Ste 304 Denver CO 80218 None PC General Charitable 25000 Outdoor Alliance 1602 L St NW Ste 600 Washington DC 20036 None PC General Charitable 5000 Penland School of Crafts PO Box 37 Penland NC 28765 None PC General Charitable 12500 Pines Care Center Inc PO Box 5333 Sayville NY 11782 None PC General Charitable 100 Pinhead Institute PO Box 2905 Telluride CO 81435 None PC General Charitable 25000 Pirates Charities PNC Park 115 Federal St Pittsburgh PA 15212 None PC General Charitable 25000 Planned Parenthood Federation of America 123 William St New York NY 10038 None PC General Charitable 24000 Planned Parenthood Northern New England 784 Hercule Dr Suite 110 Colchester VT 05446 None PC General Charitable 10000 Preservation Trust of Vermont 104 Church Street Burlington VT 05401 None PC General Charitable 25000 Proteus Fund 15 Research Drive Suite B Amherst MA 01002 None PC General Charitable 100000 Public Citizen Foundation 1600 20th St NW Washington DC 20009 None PC General Charitable 25000 Rachels Network Inc 1200 18th Street NW Suite 310 Washington DC 20036 None PC General Charitable 5000 Regents of the University of California 1111 Frankline Street Oakland CA 94607 None PC General Charitable 40000 Research Found of the City-Univ of NY PO Box 75000 Detroit MI 48275 None PC General Charitable 25000 Richard J Caron Foundation PO Box 150 Wenersville PA 19565 None PC General Charitable 5000 Riverlife 707 Grant Street 35th Floor Pittsburgh PA 15219 None PC General Charitable 5000 Rollins College 1000 Holt Ave Winter Park FL 32789 None PC General Charitable 50000 Rutland Area Farm and Food Link PO Box 284 Rutland VT 05702 None PC General Charitable 25000 San Juan Independent Inc 135 East Colorado Ave Telluride CO 81435 None PC General Charitable 100 San Miguel Resource Center PO Box 3243 Telluride CO 81435 None PC General Charitable 25000 Social and Environmental Entrepreneurs 23532 Calabasas Road Suite A Calabasas CA 91302 None PC General Charitable 10000 Southern Poverty Law Center 400 Washington Ave Montgomery AL 36104 None PC General Charitable 10000 St Jude Children's Research Hospital 501 St Jude Place Memphis TN 38105 None PC General Charitable 2000 St Paul's School 325 Pleasant Street Concord NH 03301 None PC General Charitable 2000 Telluride Academy PO Box 2255 Telluride CO 81435 None PC General Charitable 1000 Telluride Foundation PO Box 4222 220 E Colorado Ave S Telluride CO 81435 None PC General Charitable 540611 Telluride Mountain School Inc 200 San Miguel River Dr Telluride CO 81435 None PC General Charitable 170000 The Franklin & Eleanor Roosevelt Institute 570 Lexington Avenue 5th Floor New York NY 10022 None PC General Charitable 5000 The Retreat Inc 13 Goodfriend Dr East Hampton NY 11937 None PC General Charitable 25000 Tides Center PO Box 29907 San Francisco CA 94129 None PC General Charitable 25000 Trinity College 300 Summit Street Hartford CT 06106 None PC General Charitable 2000 True Colors Fund 311 W 43rd St 12th Fl New York NY 10036 None PC General Charitable 25000 Trustees of Columbia Univ of NYC 622 West 113th Street Mail Code 452 New York NY 10025 None PC General Charitable 5500 Trustees of Columbia University 622 West 113th Street Mail Code 452 New York NY 10025 None PC General Charitable 500 Trustees of Hamilton College 198 College Hill Rd Clinton NY 13323 None PC General Charitable 100 Trustees of Princeton University 701 Carnegie Ctr Princeton NJ 08540 None PC General Charitable 41000 Vermont Community Foundation 3 Court Street Middlebury VT 05753 None PC General Charitable 415000 Vermont Journalism Trust 26 State St Ste 8 Montpelier VT 05602 None PC General Charitable 25000 Vermont Law School Inc PO Box 96 S Royalton VT 05068 None PC General Charitable 40000 Vermont Marble Museum PO Box 637 Proctor VT 05765 None PC General Charitable 25000 Vermont Public Radio 365 Troy Avenue Colchester VT 05446 None PC General Charitable 15039 Western High School 925 5th Street PO Box 658 Hull IA 51239 None PC General Charitable 2000 Yale University PO Box 2038 New Haven CT 06521 None PC General Charitable 1000 Center for Popular Democracy 449 Troutman Street Suite A Brooklyn NY 11237 None PC General charitable 25000 3292500 14 12653 14 933116 900000 3952 01 135975 18 2218306 3952 3300050 3304002 false false false false false false false false false false NONE OFFICE FURNISHINGS 2012-06-30 50454 32436 SL 7 7208 OFFICE - PAINTING 2012-09-17 3918 2380 SL 7 560 OFFICE IMPROVEMENT 2013-06-12 13205 6758 SL 7 1886 BERNSTEIN 3557 2073805 2046612 STATE STREET 33.4 PUB TRD SEC 5671228 7106686 STATE STREET 33.3 PUB TRD SEC 9402925 12759571 STATE STREET 33.6 PUB TRD SEC 6478651 7836325 BERNSTEIN 3557 BERNSTEIN 3557 - FUNDS 5007900 5000060 GS VINTAGE FUND III OFFSHORE 156259 88398 GS MEZZANINE PARTNERS 2006 0 18737 DISTRESSED MANAGERS II 0 73678 WHITEHALL STREET INTL RE CORP 1081677 177829 LONE CASCADE LP 293 2288422 2683072 SUMMIT ROCK FIXED INCOME 2500398 6364719 SUMMIT ROCK HEDGED EQUITY 6472361 7831868 SUMMIT ROCK DIVERSIFIED STRAT 5075607 8809751 SUMMIT ROCK SELECTED EQUITY 4150000 11326586 SUMMIT ROCK PRIVATE EQUITY 2477239 5312851 LONE CASCADE LP 515 2060021 2430499 LONE SAVIN LTD 1000000 1225340 LONE PINON LTD 0 1665804 SUMMIT ROCK PRIV EQ PORT II 1786601 2011630 STONETOWN 5 LLLP 233307 282800 SUMMIT ROCK PRIV EQ PORT III 35810 64076 OFFICE FURNISHINGS 50454 39644 10810 OFFICE - PAINTING 3918 2940 978 OFFICE IMPROVEMENT 13205 8644 4561 LEGAL FEES 10833 542 10291 GIRARD TOWERS ASSOCIATES 38493 40552 40552 DENNIS SCHILL MANOR ASSOCIATES 3818 5562 5562 SECURITY DEPOSIT 24192 24192 24192 K1 DISTRIBUTION REC SUMMIT 683888 682628 682628 K1 DISTRIBUTION REC STONETOWN 2800 0 0 PORTFOLIO DEDUCTIONS FROM K-1S 218715 218715 NONDEDUCTIBLE FROM K-1S 41 BANK AND CREDIT CARD FEES 20065 19860 INSURANCE 2677 2677 MEMBERSHIP FEES 4225 4225 MISCELLANEOUS 83 83 SUBSCRIPTIONS 654 654 STATE FILING FEES 1515 TECHNOLOGY 13372 669 12703 TELEPHONE/INTERNET/FAX 4650 232 4418 UTILITIES 6130 306 5824 K-1 investments - ordinary/real estate -29862 -29862 K-1 investments - section 1231 -2032 -2032 K-1 investments - other income/loss -2617 -6569 Hedge funds - other income 173958 173958 Bernstein 3557 - other income 480 480 OTHER INCREASES 32448 SALES PURCHASE PENDING 489766 0 BERNSTEIN 3557 - MANAG FEES 29397 29397 SUMMIT ROCK ADVISORS 165298 165298 STATE STREET 33 - MANAG FEES 43333 43333 THE AYCO COMPANY, LP 90765 9077 81688 CHANGING FOCUS CONSULTING INC 16800 16800 DYLAN SCOTT HOOS 3000 3000 JAMISON LERNER 20000 20000 JANE T. JOHNSON 36000 36000 KATHLEEN STURGEON 36000 36000 KOYA LEADERSHIP PARTNERS LLC 60000 60000 RICHARD D. BURNS 142500 142500 SAMANTHA FRANKLIN 4329 4329 TARGET CUE 4000 4000 TELLURIDE FOUNDATION 53331 53331 K-1 INVESTMENTS - FOREIGN TAX 2234 2234 STATE STREET 33 - FOREIGN TAX 50834 50834 FEDERAL TAX 20000