THE INDIA BLAKE FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE INDIA BLAKE FOUNDATION INC (EIN 22-3606111)
Tax period
2016-01-01 to 2016-12-31
Filed
2018-01-31
IRS object ID
201810319349100026
Schema version
2016v3.0
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)
Return2018-01-31T15:28:30-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt
Disaster ReliefHURRICANE IRMADisasterReliefTxt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Oropeza & Parks CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1815 Peacock PlzAddressLine1Txt
CityKey WestCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33040ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223606111EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE INDIA BLAKE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone3052941049PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815 PEACOCK PLAZAAddressLine1Txt
CityKEY WESTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonINDIA BLAKEPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-01-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott G Oropeza CPAPreparerPersonNm
PTINP00030066PTIN
Phone3052941049PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,487,660FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$143,534ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$48InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$48InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$120,526DividendsRevAndExpnssAmt
Dividends Net Invst Incm$120,526DividendsNetInvstIncmAmt
Total Rev And Expnss$264,108TotalRevAndExpnssAmt
Total Net Invst Incm$120,574TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$500LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$375LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$125LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$15,244AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,433AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,811AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,221TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,221TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$815OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$815OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$18,780TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,844TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,936TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$182,996ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$182,996ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$201,776TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,844TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$186,932TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$62,332ExcessRevenueOverExpensesAmt
Net Investment Income$105,730NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$85,596CashBOYAmt
Cash EOY$30,484CashEOYAmt
Sav And Temp Cash Invst BOY$56,771SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,681SavAndTempCashInvstEOYAmt
Corporate Stock BOY$2,316,066CorporateStockBOYAmt
Corporate Stock EOY$2,459,600CorporateStockEOYAmt
Corporate Stock EOYFMV$4,487,660CorporateStockEOYFMVAmt
Total Assets BOY$2,458,433TotalAssetsBOYAmt
Total Assets EOY$2,520,765TotalAssetsEOYAmt
Total Assets EOYFMV$4,487,660TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,535OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,535OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,535TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,535TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,454,898RetainedEarningBOYAmt
Retained Earning EOY$2,517,230RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,454,898TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,517,230TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,458,433TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,520,765TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,454,898TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$62,332ExcessRevenueOverExpensesAmt
Subtotal$2,517,230SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,517,230TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$96,735AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,755,518NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.02576DistributionYr1Rt
Adjusted Qlfy Distri Yr2$55,185AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,653,854NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.01510DistributionYr2Rt
Adjusted Qlfy Distri Yr3$194,706AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,019,686NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06448DistributionYr3Rt
Adjusted Qlfy Distri Yr4$124,253AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,367,083NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05249DistributionYr4Rt
Adjusted Qlfy Distri Yr5$79,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,105,854NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.03775DistributionYr5Rt
Total Distribution0.195584TotalDistributionRt
Average Distribution0.039117AverageDistributionRt
Net Vl Noncharitable Assets$4,413,187NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$172,631AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,057NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$173,688AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$186,932QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,057InvestmentIncomeExciseTaxAmt
Subtotal$1,057SubtotalAmt
Tax Based On Investment Income$1,057TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Overpayment$1,137OverpaymentAmt
Applied To ES Tax$1,137AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Scott G OropezaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3052941049PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1815 Peacock PlazaAddressLine1Txt
CityKey WestCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33040ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
INDIA BLAKE
c/o 815 PeACOCK pLAZAKEY WESTFL33040President1.00$0
J SEWARD JOHNSON JR
C/O 815 Peacock PlazaKEY WESTFL33040Trustee1.00$0
JOYCE H JOHNSON
C/O 815 pEACOCK pLAZAKEY WESTFL33040Trustee1.00$0
Anne p Mchugh
10 e cHESTNUT STBORDENTOWNNJ08505Trustee1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,345,654AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$134,739AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,480,393TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,480,393AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,206CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,413,187NetVlNoncharitableAssetsAmt
Minimum Investment Return$220,659MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$220,659MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,057TaxBasedOnInvestmentIncomeAmt
Total Tax$1,057TotalTaxAmt
Distributable Before Adj$219,602DistributableBeforeAdjAmt
Distributable Before Ded$219,602DistributableBeforeDedAmt
Distributable As Adjusted$219,602DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$186,932ExpensesAndContributionsAmt
Qualifying Distributions$186,932QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,057PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$185,875AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$219,602DistributableAsAdjustedAmt
Undistributed Income PY$182,710UndistributedIncomePYAmt
Qualifying Distributions$186,932QualifyingDistributionsAmt
Applied To Year1$182,710AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,222AppliedToCurrentYearAmt
Undistributed Income CY$215,380UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KINGDOM COUNTY PRODUCTIONS
949 SOMERS ROADBARNETVT05821NONEPCUNRESTRICTED$30,000
FRACTURED ATLAS
248 WEST 35th STREET 10th FLOORNEW YORKNY10001NONEPCUNRESTRICTED$6,666
GROUNDS FOR SCULPTURE
80 SCULPTORS WAYHAMILTONNJ08619NONEPCUNRESTRICTED$10,000
NANTUCKET FILM FESTIVAL
228 PARK AVENUE SOUTH 3799NEW YORKNY10005NONEPCUNRESTRICTED$1,680
NO CHILD WET BEHIND
104 S DIVIDIONS STREETPEEKSKILLNY10566NONEPCUNRESTRICTED$500
FRACTURED ATLAS
248 WEST 35th ST 10th FLOORNEW YORKNY10001NONEPCUNRESTRICTED$3,150
NATIONAL WILDLIFE FEDERATION
PO BOX 1583MERRIFIELDVA22116NONEPCUNRESTRICTED$3,000
MUNICIPAL ARTS SOCIETY OF NYC
488 MADISON AVE SUITE 1900NEW YORKNY10022NONEPCUNRESTRICTED$10,000
TRENTON AREA SOUP KITCHEN
72 1/2 ESCHER STREETTRENTONNJ08609NONEPCUNRESTRICTED$20,000
THE RESCUE MISSION OF TRENTION
98 CARROLL STREETTRENTONNJ08609NONEPCUNRESTRICTED$20,000
TRENTON COMMUNITY A TEAM
501 N STOCKTON STREET BOX 248TRENTONNJ08602NONEPCUNRESTRICTED$10,000
XENA FUND
1623 LAIRD STREETKEY WESTFL33040NONEPCUNRESTRICTED$5,000
SARAH LAWRENCE COLLEGE
1 MEAD WAYBRONXVILLENY10708NONEPCUNRESTRICTED$5,000
THE FORMAN SCHOOL
12 NORFOLK ROADLITCHFIELDCT06759NONEPCUNRESTRICTED$5,000
KEY WEST WILDLIFE CENTER
1801 WHITE STREETKEY WESTFL33040NONEPCUNRESTRICTED$6,000
GROUNDS FOR SCULPTURE
80 SCULPTORS WAYHAMILTONNJ08619NONEPCBROOKE BARRY ENDOWMENT$40,000
HELPING HEARTS EQUINE RESCUE
PO BOX 342PERRINEVILLENJ08535NONEPOFUNRESTRICTED$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$182,996TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$120,526ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$120,574ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$120,574TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJ SEWARD JOHNSON JR CHARITABLE TRSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1c/o 815 PEACOCK PLAZAAddressLine1Txt
CityKEY WESTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33040ZIPCd
FieldValueIRS element (for citing)
Total Contributions$145,973TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1308 shares of Johnson & Johnson stockNoncashPropertyDesc
Fair Market Value$145,973FairMarketValueAmt
Received2016-06-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$15,244Amt
Net Investment Income$11,433NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,811DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJOHNSON & JOHNSON STOCKStockNm
EOY Book Value$2,459,600EOYBookValueAmt
EOYFMV$4,487,660EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorylegalCategoryTxt
Legal Fees$500LegalFeesAmt
Net Investment Income$375NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$125DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$15$15
CUSTODIAN FEES$800$800

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO INDIA BLAKEDesc
BOY Book Value$3,535BOYBookValueAmt
EOY Book Value$3,535EOYBookValueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJOHNSON 1998 CHARITABLE ANNUITY T1PersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 369AddressLine1Txt
CityHOPEWELLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08525ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$2,221Amt
Net Investment Income$2,221NetInvestmentIncomeAmt

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