WILLARD T C JOHNSON FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WILLARD T C JOHNSON FOUNDATION INC (EIN 13-2993310)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2013-01-23
- IRS object ID
- 201330239349100203
- Schema version
- 2011v1.5
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-23T16:07:27-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Disaster Relief | Hurricane Sandy | DisasterRelief |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132993310 | EIN |
Name Name
| 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 Name | % EISNERAMPER LLP | InCareOfName |
| Name Control | WILL | NameControl |
| Phone | 2123327500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Robert W Johnson IV | AddressLine1 |
| Address Line2 | The Johnson Co Inc 610 Fifth Ave | AddressLine2 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert W Johnson IV | Name |
| Title | Officer | Title |
| Date Signed | 2013-01-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EisnerAmper LLP | Name |
| Phone | 2128914087 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 49823911 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 139507 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 139507 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 0 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 803070 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 803070 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 0 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 196599 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3172853 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 196599 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1139176 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1139176 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 27828 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 13914 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 13914 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 133975 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 133975 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 33029 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 5645 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1500 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1500 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 196332 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 153534 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 15414 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2800861 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2800861 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2997193 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 153534 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2816275 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1858017 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 985642 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 16688179 | CashBOY |
| Cash EOY | 15602865 | CashEOY |
| Cash EOYFMV | 15602865 | CashEOYFMV |
| Investments Govt Oblig BOY | 3547259 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1164804 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1000748 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 16478646 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 15164561 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 26633033 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 900472 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1278577 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1278577 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2546953 | InvestmentsOtherBOY |
| Investments Other EOY | 5094189 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5308440 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 317 | OtherAssetsBOY |
| Other Assets EOY | 248 | OtherAssetsEOY |
| Other Assets EOYFMV | 248 | OtherAssetsEOYFMV |
| Total Assets BOY | 40161826 | TotalAssetsBOY |
| Total Assets EOY | 38305244 | TotalAssetsEOY |
| Total Assets EOYFMV | 49823911 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 856 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 856 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 40160970 | CapitalStockBOY |
| Capital Stock EOY | 38305244 | CapitalStockEOY |
| Total Net Assets BOY | 40160970 | TotalNetAssetsBOY |
| Total Net Assets EOY | 38305244 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 40161826 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 38305244 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 40160970 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1858017 | ExcessOfRevenueOverExpenses |
| Other Increases | 2291 | OtherIncreases |
| Subtotal | 38305244 | Subtotal |
| Total Net Assets Fund Balances EOY | 38305244 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| JPMORGAN SHORT DURATION BOND FUND | P | 2011-12-16 | 2011-12-16 | 1308 | 0 | 1308 | 1308 |
| SEE ATTACHED (#63) S/T | P | 307119 | 247963 | 59156 | 59156 | ||
| SEE ATTACHED (#63) L/T | P | 1744110 | 1628581 | 115529 | 115529 | ||
| SEE ATTACHED (#635) S/T | P | 300188 | 296774 | 3414 | 3414 | ||
| SEE ATTACHED (#635) L/T | P | 776261 | 784180 | -7919 | -7919 | ||
| ADJUSTMENT TO ATTACHED REPORTS | P | 18756 | 18756 | ||||
| CAPITAL GAIN DIVIDENDS | P | 25111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 196599 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2511000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 51088183 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04915 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2738454 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 50499551 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054227 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3596014 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 56117540 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06408 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2951421 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 64122978 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046028 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2707825 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 64444630 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042018 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.255503 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051101 | AverageDistributionRatio |
| Net Noncharitable Assets | 50047598 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2557482 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 9856 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2567338 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2816275 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 9856 | InvestmentIncomeExciseTax |
| Subtotal | 9856 | Subtotal |
| Tax Based On Investment Income | 9856 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 16567 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 16567 | TotalCreditsAndPayments |
| Penalty For Underpayment | 33 | PenaltyForUnderpayment |
| Overpayment | 6678 | Overpayment |
| Amount Credited To Next Year | 6678 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2128914087 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| BETTY W JOHNSON | ||||||||
| c/o Robert W Johnson IV | New York | NY | 10020 | CHAIRMAN/DIR | 3.0 | 0 | 0 | 0 |
| ROBERT W JOHNSON IV | ||||||||
| c/o Robert W Johnson IV | New York | NY | 10020 | PRES/DIR | 4.0 | 0 | 0 | 0 |
| CHRISTOPHER W JOHNSON | ||||||||
| c/o Robert W Johnson IV | New York | NY | 10020 | DIR.,VP,SEC.,TREAS. | 2.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 34663939 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 16145522 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 283 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 50809744 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 50809744 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 762146 | CashDeemedCharitable |
| Net Noncharitable Assets | 50047598 | NetNoncharitableAssets |
| Minimum Investment Return | 2502380 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2502380 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 9856 | TaxBasedOnInvestmentIncome |
| Total Tax | 9856 | TotalTax |
| Distributable Amount Before Adj | 2492524 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2492524 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2492524 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2816275 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 2816275 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 9856 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2806419 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2492524 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 2518537 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2816275 | QualifyingDistributions |
| Applied To Year1 | 2518537 | AppliedToYear1 |
| Applied To Current Year | 297738 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 2194786 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBERT W JOHNSON IV | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 FIFTH AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2128914087 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORMAT | FormAndInfoAndMaterials |
| Submission Deadlines | NO SPECIFIC DEADLINE | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS EXCEPT THAT THE ORGANIZATIONS MUST BE LISTED UNDER SEC 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Alliance for lupus research inc | |||||||
| 28 west 44th Street Suite 501 | new york | NY | 10036 | none | 501(c)(3) | general support | $1,000,000 |
| middlesex county college foundation inc | |||||||
| 2600 woodbridge avenue | edison | NJ | 08818 | none | 501(c)(3) | general support | $135,000 |
| PRINCETON-BLAIRSTOWN CENTER | |||||||
| 350 ALEXANDER STREET | PRINCETON | NJ | 08540 | none | 501(c)(3) | general support | $60,000 |
| YMCA of Metuchen | |||||||
| 65 High Street | Metuchen | NJ | 08840 | none | 501(c)(3) | General Support | $150,000 |
| President Highland Park Educational Foundation | |||||||
| 4201 Grassmere Lane | Dallas | TX | 75205 | none | 501(c)(3) | General support | $250,000 |
| Township of Princeton | |||||||
| 400 Witherspoon Street | Princeton | NJ | 08540 | none | 501(c)(3) | general support | $1,205,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2800861 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $139,507 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $803,070 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $196,599 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,139,176 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1139176 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $27,828 | Amount |
| Net Investment Income | 13914 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 13914 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibility
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 Date | 2008-12-09 | GrantDate |
| Grant Purpose | FOR REDISTRIBUTION TO 501(C)(3) PUBLIC CHARITIES. | GrantPurpose |
| Any Diversion By Grantee | NO | AnyDiversionByGrantee |
| Dates Of Reports By Grantee | 9/3/2009 | DatesOfReportsByGrantee |
| 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. | ResultsOfVerification |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INTEREST | Description |
| BOY Book Value | 317 | BOYBookValue |
| EOY Book Value | 248 | EOYBookValue |
| EOYFMV | 248 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NY FILING FEE | Description |
| Revenue And Expenses Per Books | 1500 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1500 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK TO TAX DIFFERENCES | Description |
| Amount | $2,291 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT/CUSTODY FEES | Category |
| Amount | $133,975 | Amount |
| Net Investment Income | 133975 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| EXCISE TAX | $27,384 | 0 | 0 | 0 |
| FOREIGN TAX WITHHELD | $5,645 | 5645 | 0 | 0 |
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