THE INDIA BLAKE FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE INDIA BLAKE FOUNDATION INC (EIN 22-3606111)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-09-14
IRS object ID
201642589349100204
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-09-14T10:18:15-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133489260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MATTHEWS & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1270 MADISON AVENUE 16TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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
Phone2122935100PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT MATTHEWSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2122935100PhoneNum
Signature2016-09-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT S MATTHEWSPreparerPersonNm
PTINP00637604PTIN
Phone2122935100PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,009,159FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$145,872ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$109,328DividendsRevAndExpnssAmt
Dividends Net Invst Incm$109,328DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$255,200TotalRevAndExpnssAmt
Total Net Invst Incm$109,328TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,500LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,875LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$625LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,625AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,875AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,092TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$800OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$800OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,892TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,300TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$94,210ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$94,210ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$106,102TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,300TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$96,735TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$149,098ExcessRevenueOverExpensesAmt
Net Investment Income$101,028NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$70,898CashBOYAmt
Cash EOY$85,596CashEOYAmt
Cash EOYFMV$85,596CashEOYFMVAmt
Sav And Temp Cash Invst BOY$53,643SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$56,771SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$56,771SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,184,794CorporateStockBOYAmt
Corporate Stock EOY$2,316,066CorporateStockEOYAmt
Corporate Stock EOYFMV$3,866,792CorporateStockEOYFMVAmt
Total Assets BOY$2,309,335TotalAssetsBOYAmt
Total Assets EOY$2,458,433TotalAssetsEOYAmt
Total Assets EOYFMV$4,009,159TotalAssetsEOYFMVAmt
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
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,305,800RetainedEarningBOYAmt
Retained Earning EOY$2,454,898RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,305,800TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,454,898TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,309,335TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,458,433TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,305,800TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$149,098ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,454,898SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,454,898TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$55,185AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,653,854NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.015103DistributionYr1Rt
Adjusted Qlfy Distri Yr2$194,706AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,019,686NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.064479DistributionYr2Rt
Adjusted Qlfy Distri Yr3$124,253AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,367,083NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052492DistributionYr3Rt
Adjusted Qlfy Distri Yr4$79,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,105,854NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.037752DistributionYr4Rt
Adjusted Qlfy Distri Yr5$95,870AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,890,587NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050709DistributionYr5Rt
Total Distribution0.220535TotalDistributionRt
Average Distribution0.044107AverageDistributionRt
Net Vl Noncharitable Assets$3,755,518NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$165,645AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,010NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$166,655AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$96,735QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,021InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,021SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,021TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Tax Due$21TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMR ROBERT MATTHEWSIndividualWithBooksNm
Phone2122935100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1MATTHEWS CO 270 MADISON AVE 16 FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
INDIA BLAKE
PO BOX 369HOPEWELLNJ08525PRESIDENT1.00$0$0$0
J SEWARD JOHNSON JR
C/O MATTHEWS 270 MADISON AVENUENEW YORKNY10016TRUSTEE1.00$0$0$016TH FL
JOYCE H JOHNSON
C/O MATTHEWS 270 MADISON AVENUENEW YORKNY10016TRUSTEE1.00$0$0$016TH FL
ROBERT S MATTHEWS
270 MADISON AVENUE 16TH FLNEW YORKNY10016TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,680,125AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$132,584AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,812,709TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,812,709AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,191CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,755,518NetVlNoncharitableAssetsAmt
Minimum Investment Return$187,776MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$187,776MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,021TaxBasedOnInvestmentIncomeAmt
Total Tax$2,021TotalTaxAmt
Distributable Before Adj$185,755DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$185,755DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$185,755DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$96,735ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$96,735QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$96,735AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$185,755DistributableAsAdjustedAmt
Undistributed Income PY$93,690UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$96,735QualifyingDistributionsAmt
Applied To Year1$93,690AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,045AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$182,710UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTISTS ASSOCIATION OF NANTUCKET
PO BOX 1104NANTUCKETMA02554NONE501(C)(3)UNRESTRICTED$1,000
BROOKLYN WALDORF SCHOOL
11 JEFFERSON AVENUEBROOKLYNNY11238NONE501(C)(3)UNRESTRICTED$5,000
CENTRAL PARK CONSERVATORY
14 E 60TH STREETNEW YORKNY10022NONE501(C)(3)UNRESTRICTED$2,000
EAST END HOSPICE
481 WESTHAMPTON-RIVERHEAD ROADWESTHAMPTON BEACHNY11978NONE501(C)(3)UNRESTRICTED$1,000
EYEBEAM ATELIER
540 W 21ST STNEW YORKNY100112812NONE501(C)(3)UNRESTRICTED$5,000
JOYCE & SEWARD JOHNSON FOUNDATION
PO BOX 369HOPEWELLNJ08525RELATED FOUNDATIONPRIVATE FOUNDATIONUNRESTRICTED$14,000
MYLESTONE EQUINE RESCUE
227 STILL VALLEY ROADPHILLIPSBURGNJ08865NONE501(C)(3)UNRESTRICTED$5,000
NANTUCKET FILM FESTIVAL
228 PARK AVE SOUTH 83799NEW YORKNY100051502NONE501(C)(3)UNRESTRICTED$1,100
NANTUCKET NEW SCHOOL
15 NOBADEER RDNANTUCKETMA02554NONE501(C)(3)UNRESTRICTED$1,000
NATIONAL WILDLIFE FEDERATION
111 WILDLIFE CENTER DRIVERESTONVA20190NONE501(C)(3)UNRESTRICTED$10,000
QUOGUE WILDLIFE REFUGE
3 OLD COUNTRY ROADQUOGUENY11959NONE501(C)(3)UNRESTRICTED$1,000
SARAH LAWRENCE COLLEGE
1 MEAD WAYBRONXVILLENY10708NONE501(C)(3)UNRESTRICTED$8,000
SCREENWRITERS COLONY
52 WEST 21ST STREETNEW YORKNY10010NONE501(C)(3)UNRESTRICTED$1,250
THEATRE FOR THE NEW CITY
155 1ST AVENUENEW YORKNY10003NONE501(C)(3)UNRESTRICTED$7,500
THEATRE WORKSHOP OF NANTUCKET
58C MAIN STREETNANTUCKETMA02554NONE501(C)(3)UNRESTRICTED$31,360
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$94,210TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$109,328ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$109,328ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$109,328TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
JOHNSON 1998 CHARITABLE ANNUITY TR
1PO BOX 369HOPEWELLNJ08525$131,272Yes (X)
JOHNSON 1998 CHARITABLE ANNUITY TR
2PO BOX 369HOPEWELLNJ08525$14,600Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,332 SHS JOHNSON & JOHNSON COMMON STOCKNoncashPropertyDesc
Fair Market Value$131,272FairMarketValueAmt
Received2015-06-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$7,500Amt
Net Investment Income$5,625NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,875DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJOHNSON & JOHNSON STOCKStockNm
EOY Book Value$2,316,066EOYBookValueAmt
EOYFMV$3,866,792EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$2,500LegalFeesAmt
Net Investment Income$1,875NetInvestmentIncomeAmt
Disbursements Charitable Prps$625DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCUSTODIAN FEESDesc
Revenue And Expenses Per Books$800RevenueAndExpensesPerBooksAmt
Net Investment Income$800NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHNSON 1998 CHARITABLE ANNUITY TRUST #1BusinessNameLine1Txt

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$1,067$0$0
LICENSES AND FEES$25$0$25

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