THE INDIA BLAKE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE INDIA BLAKE FOUNDATION INC (EIN 22-3606111)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201421399349100102
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T10:34:48-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133489260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEWS & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 MADISON AVENUE 16TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223606111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INDIA BLAKE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 2122935100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 369 | AddressLine1 |
| City | HOPEWELL | City |
| State | NJ | State |
| ZIP Code | 08525 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT MATTHEWS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122935100 | PhoneNum |
| Signature | 2014-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT S MATTHEWS | PreparerPersonNm |
| PTIN | P00637604 | PTIN |
| Phone | 2122935100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,221,866 | 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 | $99,578 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $92,098 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,098 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $138,073 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,862 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $242,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,960 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,050 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $202,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,413 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,910 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,665 | CashBOYAmt |
| Cash EOY | $1,585 | CashEOYAmt |
| Cash EOYFMV | $1,585 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $908 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,030 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,030 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,996,266 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,008,637 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,164,251 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,025,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,066,252 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,221,866 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,135 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,135 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,135 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,135 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,023,704 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,064,117 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,023,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,064,117 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,025,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,066,252 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,023,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,413 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,064,117 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,064,117 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1,500 SHRS J&J | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1998-11-01 | AcquiredDt |
| Sold | 2013-12-26 | SoldDt |
| Gross Sales Price | $138,073 | GrossSalesPriceAmt |
| Cost Or Other Basis | $87,211 | CostOrOtherBasisAmt |
| Gain Or Loss | $50,862 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $50,862 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,862 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $124,253 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,367,083 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052492 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $79,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,105,854 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037752 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $95,870 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,890,587 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050709 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,726 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,631,638 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048250 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,289 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,673,559 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049170 | DistributionYr5Rt |
| Total Distribution | 0.238373 | TotalDistributionRt |
| Average Distribution | 0.047675 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,019,686 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $143,964 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,369 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $145,333 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $196,075 | 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 | $1,369 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,369 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $774 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $774 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $596 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MR ROBERT MATTHEWS | IndividualWithBooksNm |
| Phone | 2122935100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MATTHEWS CO 270 MADISON AVE 16 FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| INDIA BLAKE | |||||||||
| PO BOX 369 | HOPEWELL | NJ | 08525 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| J SEWARD JOHNSON JR | |||||||||
| C/O MATTHEWS 270 MADISON AVENUE | NEW YORK | NY | 10016 | TRUSTEE | 1.00 | $0 | $0 | $0 | 16TH FL |
| JOYCE H JOHNSON | |||||||||
| C/O MATTHEWS 270 MADISON AVENUE | NEW YORK | NY | 10016 | TRUSTEE | 1.00 | $0 | $0 | $0 | 16TH FL |
| ROBERT S MATTHEWS | |||||||||
| 270 MADISON AVENUE 16TH FL | NEW YORK | NY | 10016 | TRUSTEE | 1.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,021,335 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,336 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,065,671 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,065,671 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,985 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,019,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,369 | TotalTaxAmt |
| Distributable Before Adj | $149,615 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $149,615 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $149,615 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $196,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,369 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $194,706 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,615 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,496 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,496 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,615 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,964 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,964 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,964 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $31,964 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPCA | |||||||
| 424 E 92ND ST | NEW YORK | NY | 101286804 | NONE | 501(C)(3) | UNRESTRICTED | $3,600 |
| CENTRAL PARK CONSERVATORY | |||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| EYEBEAM ATELIER | |||||||
| 540 W 21ST ST | NEW YORK | NY | 100112812 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| FORMAN SCHOOL | |||||||
| 12 NORFOLK RD | LITCHFIELD | CT | 06759 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| HARMONY INSTUTE | |||||||
| 270 MADISON AVE | NEW YORK | NY | 10016 | NONE | 501(C)(3) | UNRESTRICTED | $85,000 |
| NANTUCKET DREAMLAND THEATRE | |||||||
| 12 OAK ST SHOP A PO BOX 989 | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | UNRESTRICTED | $4,600 |
| NANTUCKET FILM FESTAVAL | |||||||
| 228 PARK AVE SOUTH 83799 | NEW YORK | NY | 100051502 | NONE | 501(C)(3) | UNRESTRICTED | $2,300 |
| NANTUCKET NEW SCHOOL | |||||||
| 15 NOBADEER RD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | UNRESTRICTED | $3,250 |
| NORTH SHORE ANIMAL RESCUE | |||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| QUOGUE WILDLIFE REFUGE | |||||||
| 3 OLD COUNTRY ROAD | QUOGUE | NY | 11959 | NONE | 501(C)(3) | UNRESTRICTED | $1,300 |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| ST JUDES CHILDREN'S HOSPITAL | |||||||
| 225 W 34TH STREET | NEW YORK | NY | 101220049 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 |
| THE NEW YORK CENTER FOR CHILDREN | |||||||
| 159 WEST 12TH STREET | NEW YORK | NY | 10027 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| THE PACIFIC FOUNDATION | |||||||
| PO BOX 369 | HOPEWELL | NJ | 08525 | NONE | 501(C)(3) | UNRESTRICTED | $45,000 |
| VILLA-HAUSER THEATRE DEVELOPMENT FUND | |||||||
| 450 WEST 17TH STREET SUIT 604 | NEW YORK | NY | 10011 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,098 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,862 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,960 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,960 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JOHNSON & JOHNSON STOCK | StockNm |
| EOY Book Value | $2,008,637 | EOYBookValueAmt |
| EOYFMV | $3,164,251 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $250 | $250 | $0 |
| CUSTODIAN FEES | $800 | $800 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO INDIA BLAKE | Desc |
| BOY Book Value | $2,135 | BOYBookValueAmt |
| EOY Book Value | $2,135 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| JOHNSON 1998 CHARITABLE ANNUITY TRUST #1 | |||
| PO BOX 369 | HOPEWELL | NJ | 08525 |
| JOHNSON 1998 CHARITABLE ANNUITY TRUST #2 | |||
| PO BOX 369 | HOPEWELL | NJ | 08525 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LICENSES AND FEES | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Comments