CHILDRENS TR 04132005: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS TR 04132005 (EIN 20-6512349)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349102469
- Schema version
- 2016v3.1
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T12:32:29-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | MARTIN L EDELMAN | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 2123327500 | PhoneNum |
| Signature | 2017-11-15 | 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 | 2128498700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26368720173195000014 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9C705A6DB49DBEF3E748B8DDCFB0125A51928650 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B6A29356EBE34B2A455BE8502211518E0604653 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,822,097 | 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 | $1,243,489 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $529 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $529 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $474,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $474,055 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,952,998 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,473 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,473 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,706,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $479,057 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $32,475 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,475 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $249 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $432 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $192 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $45,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,916 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,004,358 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,004,358 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,049,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,916 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,004,358 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $656,767 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $446,141 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86,146 | CashBOYAmt |
| Cash EOY | $84,702 | CashEOYAmt |
| Cash EOYFMV | $84,702 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,047,206 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $974,014 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $974,014 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,149,694 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,993,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,684,085 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $79,296 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $79,296 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,167 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,290,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,131,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,822,097 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $13,262 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,155 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,155 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $14,276,951 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,120,270 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,276,951 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,120,270 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,290,213 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,131,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,276,951 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $656,767 | ExcessRevenueOverExpensesAmt |
| Other Increases | $186,552 | OtherIncreasesAmt |
| Subtotal | $15,120,270 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,120,270 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED - S/T | P | $4,083,702 | $4,095,879 | -$11,165 | -$12,177 | |
| PUBLICLY TRADED - S/T | P | $157,507 | $164,062 | -$6,555 | -$6,555 | 2016-09-09 |
| PUBLICLY TRADED - L/T | P | $175,715 | $154,566 | $21,149 | $21,149 | |
| PUBLICLY TRADED - S/T | P | $536,074 | $550,481 | -$14,407 | -$14,407 | |
| THRU PERRY PARTNERS LP K-1 | P | -$5,287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,265 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $686,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,894,778 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034481 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $500,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,047,917 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035592 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,795,955 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $799,944 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,447,115 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0947 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $298,327 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,056,607 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042276 | DistributionYr5Rt |
| Total Distribution | 0.207049 | TotalDistributionRt |
| Average Distribution | 0.04141 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,515,057 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $932,349 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,461 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $936,810 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,004,358 | 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 | $4,461 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,461 | SubtotalAmt |
| Tax Based On Investment Income | $4,461 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,438 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $13,938 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,477 | OverpaymentAmt |
| Applied To ES Tax | $9,477 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN L EDELMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PAUL HASTINGS | AddressLine1Txt |
| Address Line2 | 200 PARK AVE | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.25 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
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 | $3,657,342 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,094,662 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $105,922 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,857,926 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,857,926 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $342,869 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,515,057 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,125,753 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,125,753 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,461 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,461 | TotalTaxAmt |
| Distributable Before Adj | $1,121,292 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,121,292 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,121,292 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,004,358 | 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 | $1,004,358 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,461 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $999,897 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,121,292 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $985,697 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,004,358 | QualifyingDistributionsAmt |
| Applied To Year1 | $985,697 | AppliedToYear1Amt |
| Applied To Current Year | $18,661 | 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 | $1,102,631 | 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 (27 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 | $17,200 | |
| CREATIVE TIME | ||||||||
| 59 EAST FOURTH STREET 6 | NEW YORK | NY | 10003 | NONE | PC | SOCIAL WELFARE | $60,000 | |
| FIRST PRESBYTERIAN NURSERY SCHOOL OF SANTA MONICA | ||||||||
| 1248 SECOND STREET | SANTA MONICA | CA | 90401 | NONE | PC | SOCIAL WELFARE | $30,000 | |
| REACT TO FILM | ||||||||
| 205 EAST 42ND STREET 17TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | SOCIAL WELFARE | $40,000 | |
| 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 | |
| THE CRAYON COLLECTION | ||||||||
| 149 S BARRINGTON AVENUE 649 | LOS ANGELES | CA | 90049 | NONE | PC | SOCIAL WELFARE | $11,200 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 7TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | SOCIAL WELFARE | $40,000 | |
| 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 | |
| SAMS FOUNDATION | ||||||||
| 1012 14TH STREET NW SUITE 1475 | WASHINGTON | DE | 20005 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| OPERATION SMILE | ||||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VI | 23453 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| THE CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| SEVEN ARROWS SCHOOL | ||||||||
| 15240 LA CRUZ DR | PACIFIC PALISADES | CA | 90272 | NONE | PC | SOCIAL WELFARE | $130,000 | |
| 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 | $100,000 | |
| FARM SANCTUARY | ||||||||
| 3100 AIKENS ROAD | WATKINS GLEN | NY | 14891 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| THE MUSEUM OF COMTEMPORARY ART | ||||||||
| 250 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| FISHER CENTER FOR ALZHEIMER'S RESEARCH | ||||||||
| 110 EAST 42ND STREET 16TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | SOCIAL WELFARE | $125,700 | |
| TEACH FOR AMERICA | ||||||||
| BAY AREA REGION | SAN FRANCISCO | CA | 94139 | NONE | PC | SOCIAL WELFARE | $25,000 | PO BOX 398296 |
| ALZHEIMERS ASSOCIATIONS NYC CHAPTER | ||||||||
| 600 THIRD AVENUE SECOND FLOOR | NEW YORK | NY | 10016 | NONE | PC | SOCIAL WELFARE | $100,000 | |
| THE HAMMER MUSEUM | ||||||||
| 10899 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | NONE | PC | SOCIAL WELFARE | $10,000 | |
| LUPUS RESEARCH ALLIANCE | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | SOCIAL WELFARE | $75,000 | |
| 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 | $258 | 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 | $80,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,004,358 | 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 | $529 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $474,055 | 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 | $4,473 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$16,265 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $462,792 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $462,792 | 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 (2 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 | $557,989 | Yes (X) | |
| ELIZABETH ROSS JOHNSON 2005 CLAT | |||||||
| 2 | 610 FIFTH AVE 2ND FL | NEW YORK | NY | 10020 | $685,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 5,950 SHARES JOHNSON & JOHNSON COM | NoncashPropertyDesc |
| Fair Market Value | $685,500 | FairMarketValueAmt |
| Received | 2016-12-30 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 123,531 SHS JOHNSON & JOHNSON | $6,110,162 | $14,232,007 |
| STOCKS- SEE STATEMENT ATTACHED | $7,883,251 | $8,452,078 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PERRY PARTNERS LP | FMV | $73,930 | $73,930 |
| WILLIAMS PARTNERS LP | FMV | $5,366 | $5,366 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND & INTEREST RECEIVABLE | Desc |
| BOY Book Value | $7,167 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PERRY PARTNERS LP - INV FEES | $192 | $192 |
| NON-DEDUCTIBLE EXP - PARTNERSH | $240 |
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 | $5,870 | $5,870 |
| WILLIAMS PARTNERS LP K-1 INCOME | -$1,397 | -$1,397 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENTS | Desc |
| Amt | $186,552 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO ERJ | $11,155 | $11,155 |
| INVESTMENT FEE PAYABLE | $3 | $0 |
| FOREIGN TAX PAYABLE | $2,104 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $32,475 | Amt |
| Net Investment Income | $32,475 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $12,000 | |
| FOREIGN TAX PAID | $249 | $249 |
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