WILLARD T C JOHNSON FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILLARD T C JOHNSON FOUNDATION INC (EIN 13-2993310)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201431359349100618
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T08:18:15-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100172703 | 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 | 132993310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Willard TC Johnson Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EISNERAMPER LLP | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2123327500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o THE JOHNSON COMPANY INC | AddressLine1 |
| Address Line2 | 610 Fifth Ave 2nd Fl Suite | AddressLine2 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | robert w johnson iv | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2123327500 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY P SPEISS | PreparerPersonNm |
| Phone | 2129498700 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,827,262 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,575 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,575 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,089,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,088,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $409,991 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,665,910 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $409,991 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,463 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,902 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,546,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,545,996 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $608 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $304 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $304 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,638 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,637 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $134,746 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $134,746 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $6 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $29,481 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,981 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $180,366 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $147,675 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,191 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,042,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,042,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,222,616 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $147,675 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,051,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$676,508 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,398,321 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,637,362 | CashBOYAmt |
| Cash EOY | $47,529 | CashEOYAmt |
| Cash EOYFMV | $47,529 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,572,288 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,864,797 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,864,797 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,562,804 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,500,555 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,492,569 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,354,178 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,736,902 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,718,967 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,352,055 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,570,370 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,592,131 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $64,940 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $94,580 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,689 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,689 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,478,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,801,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,827,262 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $36,478,687 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,801,782 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,478,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,801,782 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,478,687 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,801,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,478,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$676,508 | ExcessRevenueOverExpensesAmt |
| Subtotal | $35,802,179 | SubtotalAmt |
| Other Decreases | $397 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,801,782 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 SH NORTHEAST UNTILITIES | P | 1989-08-08 | 2013-10-04 | $8,188 | $1,686 | $6,502 | $6,502 |
| SEE ATTACHED - S/T | P | $303,220 | $256,538 | $46,682 | $46,682 | ||
| SEE ATTACHED - L/T | P | $1,248,344 | $895,420 | $352,924 | $352,924 | ||
| SEE ATTACHED - S/T | P | $424,805 | $436,927 | -$12,122 | -$12,122 | ||
| SEE ATTACHED - L/T | P | $668,580 | $665,348 | $3,232 | $3,232 | ||
| CAPITAL GAIN DIVIDENDS | P | $11,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $409,991 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,799,599 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $49,294,503 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056793 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,806,419 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $50,047,598 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056075 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,511,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $51,088,183 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04915 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,738,454 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,499,551 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054227 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,596,014 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $56,117,540 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06408 | DistributionYr5Rt |
| Total Distribution | 0.280325 | TotalDistributionRt |
| Average Distribution | 0.056065 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $53,236,153 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,984,685 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,983 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,998,668 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,051,441 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,966 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,966 | SubtotalAmt |
| Tax Based On Investment Income | $27,966 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,500 | TotalPaymentsAndCreditsAmt |
| Tax Due | $15,466 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | EISNERAMPER LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128914087 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BETTY W JOHNSON | ||||||||
| c/o THE JOHNSON COMPANY INC | New York | NY | 10020 | CHAIRMAN/DIR | 3.0 | $0 | $0 | $0 |
| ROBERT W JOHNSON IV | ||||||||
| c/o THE JOHNSON COMPANY INC | New York | NY | 10020 | PRES/DIR | 4.0 | $0 | $0 | $0 |
| CHRISTOPHER W JOHNSON | ||||||||
| c/o THE JOHNSON COMPANY INC | New York | NY | 10020 | DIR.,VP,SEC.,TREAS. | 2.0 | $0 | $0 | $0 |
| MARY ANN ADAMS | ||||||||
| c/o THE JOHNSON COMPANY INC | New York | NY | 10020 | ASSISTANT SECRETARY | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,977,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,060,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,345 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,046,856 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,046,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $810,703 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,236,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,661,808 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,661,808 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,966 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,966 | TotalTaxAmt |
| Distributable Before Adj | $2,633,842 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,633,842 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,633,842 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,051,441 | 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 | $2,051,441 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,051,441 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,633,842 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,840,260 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,051,441 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,840,260 | AppliedToYear1Amt |
| Applied To Current Year | $211,181 | 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 | $2,422,661 | 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 | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT W JOHNSON IV | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 fifth avenue | AddressLine1 |
| City | new york | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2123327500 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIC DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS EXCEPT THAT THE ORGANIZATIONS MUST BE LISTED UNDER SEC 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| middlesex county college foundation inc | |||||||
| 2600 woodbridge avenue | edison | NJ | 08818 | none | PC | general support | $135,000 |
| PRINCETON-BLAIRSTOWN CENTER | |||||||
| 350 ALEXANDER STREET | PRINCETON | NJ | 08540 | none | PC | general support | $40,000 |
| environmental working group | |||||||
| 1436 U st NW Suite 100 | Washington | DC | 20009 | none | PC | General support | $150,000 |
| PRINCETON PUBLIC LIBRARY | |||||||
| 65 WITHERSPOON Street | Princeton | NJ | 08542 | none | PC | general support | $175,000 |
| municipality of princeton | |||||||
| 400 WITHERSPOON STREET | PRINCETON | NJ | 08540 | none | PC | general support | $67,250 |
| Willow School | |||||||
| 1150 Pottersville Rd | Gladstone | NJ | 07934 | none | PC | general Support | $250,000 |
| CENTER FOR ADVANCING HEALTH | |||||||
| 2000 FLORIDA AVENUE NW SUITE 210 | WASHINGTON | DC | 20009 | NONE | PC | UNRESTRICTED | $50,000 |
| ALLIANCE FOR LUPUS RESEARCH INC | |||||||
| 28 WEST 44TH STREET SUITE 501 | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED | $550,000 |
| GREENWOOD | |||||||
| 80 ACEDEMY STREET | SOUTH BERWICK | MN | 03908 | NONE | UNRESTRICTED | $50,000 | |
| MOUNTAIN RESCUE ASPEN | |||||||
| 630 WEST MAIN STREET | ASPEN | CO | 81611 | NONE | PC | UNRESTRICTED | $100,000 |
| VAIL VALLEY MEDICAL CENTER | |||||||
| PO BOX 1529 | VAIL | CO | 81658 | NONE | PC | UNRESTRICTED | $25,000 |
| STONY BROOK-MILLSTONE WATERSHED ASSOCIATION | |||||||
| 31 TITUS MILL ROAD | PENNINGTON | NJ | 08534 | NONE | PC | UNRESTRICTED | $450,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,042,250 | 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 | $8,575 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,089,079 | 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 | 01 | ExclusionCd |
| Exclusion | $36,948 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $409,991 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ACCRETION OF DISCOUNT | 18 | $1,954 |
| BOOK LOSS | 18 | -$439 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,546,108 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,546,108 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,275 | Amt |
| Net Investment Income | $6,638 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,637 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DONALD J TRUMP FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2008-12-09 | GrantDt |
| Purpose Of Grant | FOR REDISTRIBUTION TO 501(C)(3) PUBLIC CHARITIES. | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 9/3/2009 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ResultsOfVerificationTxt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | THE BLACKSTONE GROUP LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $64,940 | BookValueAmt |
| EOYFMV | $94,580 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $608 | LegalFeesAmt |
| Net Investment Income | $304 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $304 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $16,689 | EOYBookValueAmt |
| EOYFMV | $16,689 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $397 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $2,250 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bny a/c#91450 ACCRETION OF DISCOUNT | $1,954 | $1,954 |
| the blackstone group lp | $237 | $237 |
| bny 91450 - ordinary gain | $7 | $7 |
| class action settlements | $36,704 | $36,704 |
| book loss | -$439 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT/CUSTODY FEES | CategoryTxt |
| Amt | $134,746 | Amt |
| Net Investment Income | $134,746 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $5,981 | $5,981 |
| FEDERAL TAXES PAID | $23,500 |
Comments