THE INDIA BLAKE FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE INDIA BLAKE FOUNDATION INC (EIN 22-3606111)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201501339349102295
Schema version
2014v5.0
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)
Return2015-05-13T15:14:25-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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 TitlePRESIDENTPersonTitleTxt
Phone2122935100PhoneNum
Signature2015-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT S MATTHEWSPreparerPersonNm
PTINP00637604PTIN
Phone2122935100PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,921,687FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$176,157ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$98,513DividendsRevAndExpnssAmt
Dividends Net Invst Incm$98,513DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$274,670TotalRevAndExpnssAmt
Total Net Invst Incm$98,513TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,021TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$810OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$810OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,831TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,810TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,160ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,160ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,991TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,810TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,185TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$211,679ExcessRevenueOverExpensesAmt
Net Investment Income$92,703NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,589CashBOYAmt
Cash EOY$70,898CashEOYAmt
Cash EOYFMV$70,898CashEOYFMVAmt
Sav And Temp Cash Invst BOY$56,030SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$53,643SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$53,643SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,008,637CorporateStockBOYAmt
Corporate Stock EOY$2,184,794CorporateStockEOYAmt
Corporate Stock EOYFMV$3,797,146CorporateStockEOYFMVAmt
Total Assets BOY$2,096,256TotalAssetsBOYAmt
Total Assets EOY$2,309,335TotalAssetsEOYAmt
Total Assets EOYFMV$3,921,687TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,135OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,535OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,135TotalLiabilitiesBOYAmt
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$2,094,121RetainedEarningBOYAmt
Retained Earning EOY$2,305,800RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,094,121TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,305,800TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,096,256TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,309,335TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,094,121TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$211,679ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,305,800SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,305,800TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$194,706AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,019,686NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.064479DistributionYr1Rt
Adjusted Qlfy Distri Yr2$124,253AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,367,083NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052492DistributionYr2Rt
Adjusted Qlfy Distri Yr3$79,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,105,854NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037752DistributionYr3Rt
Adjusted Qlfy Distri Yr4$95,870AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,890,587NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050709DistributionYr4Rt
Adjusted Qlfy Distri Yr5$78,726AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,631,638NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048250DistributionYr5Rt
Total Distribution0.253682TotalDistributionRt
Average Distribution0.050736AverageDistributionRt
Net Vl Noncharitable Assets$3,653,854NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$185,382AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$927NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$186,309AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$55,185QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,854InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,854SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,854TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,400TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Tax Due$467TaxDueAmt

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$3,595,514AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$113,982AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,709,496TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,709,496AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,642CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,653,854NetVlNoncharitableAssetsAmt
Minimum Investment Return$182,693MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$182,693MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,854TaxBasedOnInvestmentIncomeAmt
Total Tax$1,854TotalTaxAmt
Distributable Before Adj$180,839DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$180,839DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$180,839DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,185ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$55,185QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$55,185AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$180,839DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$31,964ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,964TotalExcessDistributionCyovAmt
Qualifying Distributions$55,185QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$55,185AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$31,964ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$31,964ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$93,690UndistributedIncomeCYAmt
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 (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FORMAN SCHOOL
12 NORFOLK RDLITCHFIELDCT06759NONE501(C)(3)UNRESTRICTED$45,000
KINGDON COUNTY PRODUCTIONS
949 SOMERS RDBARNETVT05821NONE501(C)(3)UNRESTRICTED$5,000
MYLESTONE EQUINE RESCUE
227 STILL VALLEY ROADPHILLIPSBURGNJ08865NONE501(C)(3)UNRESTRICTED$1,000
QUOGUE WILDLIFE REFUGE
3 OLD COUNTRY ROADQUOGUENY11959NONE501(C)(3)UNRESTRICTED$1,000
THE METROPOLITAN MUSEUM OF ART
1000 5TH AVENEW YORKNY10028NONE501(C)(3)UNRESTRICTED$600
WHYY
150 6TH STREETPHILADELPHIAPA19106NONE501(C)(3)UNRESTRICTED$60
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDTHE BRONXNY10460NONE501(C)(3)UNRESTRICTED$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,160TotalGrantOrContriPdDurYrAmt
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$98,513ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$98,513ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,513TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOHNSON 1998 CHARITABLE ANNUITY TRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 369AddressLine1Txt
CityHOPEWELLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08525ZIPCd
FieldValueIRS element (for citing)
Total Contributions$176,157TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,764 SHS JOHNSON & JOHNSON COMMON STOCKNoncashPropertyDesc
Fair Market Value$176,157FairMarketValueAmt
Received2014-06-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$5,000Amt
Net Investment Income$5,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJOHNSON & JOHNSON STOCKStockNm
EOY Book Value$2,184,794EOYBookValueAmt
EOYFMV$3,797,146EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCUSTODIAN FEESDesc
Revenue And Expenses Per Books$810RevenueAndExpensesPerBooksAmt
Net Investment Income$810NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO INDIA BLAKEDesc
BOY Book Value$2,135BOYBookValueAmt
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$1,996$0$0
LICENSES AND FEES$25$0$25

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