THE INDIA BLAKE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE INDIA BLAKE FOUNDATION INC (EIN 22-3606111)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201211359349102626
- Schema version
- 2011v1.2
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T16:45:32-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133489260 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEWS & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223606111 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INDIA BLAKE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INDI | NameControl |
| Phone | 2122935100 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT MATTHEWS | Name |
| Title | PRESIDENT | Title |
| Phone | 2122935100 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT S MATTHEWS | Name |
| PTIN | P00637604 | PTIN |
| Phone | 2122935100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2237286 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 164679 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 74186 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 74186 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3990 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 32429 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3990 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 242855 | TotalRevenueAndExpenses |
| Total Net Investment Income | 78176 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1495 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1025 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1025 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2520 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1025 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 79500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 79500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 82020 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1025 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 79500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 160835 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 77151 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 42750 | CashEOY |
| Cash EOYFMV | 42750 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 18281 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2262 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2262 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1765144 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1901383 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2192274 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1783425 | TotalAssetsBOY |
| Total Assets EOY | 1946395 | TotalAssetsEOY |
| Total Assets EOYFMV | 2237286 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 2135 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2135 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1783425 | RetainedEarningsBOY |
| Retained Earnings EOY | 1944260 | RetainedEarningsEOY |
| Total Net Assets BOY | 1783425 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1944260 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1783425 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1946395 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1783425 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 160835 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1944260 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1944260 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 500 SHS JOHNSON & JOHNSON | DescriptionOfAsset |
| How Acquired | D | HowAcquired |
| Date Sold | 2011-12-21 | DateSold |
| Gross Sales Price | 32429 | GrossSalesPrice |
| Cost Or Other Basis | 28439 | CostOrOtherBasis |
| Gain Or Loss | 3990 | GainOrLoss |
| Gains Minus Excess Or Losses | 3990 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3990 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 95870 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1890587 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050709 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 78726 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1631638 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048250 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 82289 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1673559 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049170 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 78775 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1557624 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050574 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 67505 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1379701 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048927 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.247630 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049526 | AverageDistributionRatio |
| Net Noncharitable Assets | 2105854 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 104295 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 772 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 105067 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 79500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1543 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1543 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1543 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1445 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1445 | TotalCreditsAndPayments |
| Penalty For Underpayment | 3 | PenaltyForUnderpayment |
| Tax Due | 101 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MR ROBERT MATTHEWS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2122935100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| INDIA BLAKE | |||||||||
| PO BOX 369 | HOPEWELL | NJ | 08525 | PRESIDENT | 0.00 | 0 | 0 | 0 | |
| J SEWARD JOHNSON JR | |||||||||
| C/O MATTHEWS 270 MADISON AVENUE | NEW YORK | NY | 10016 | TRUSTEE | 0.00 | 0 | 0 | 0 | 16TH FL |
| JOYCE H JOHNSON | |||||||||
| C/O MATTHEWS 270 MADISON AVENUE | NEW YORK | NY | 10016 | TRUSTEE | 0.00 | 0 | 0 | 0 | 16TH FL |
| ROBERT S MATTHEWS | |||||||||
| 270 MADISON AVENUE 16TH FL | NEW YORK | NY | 10016 | TRUSTEE | 0.00 | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2099642 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 38281 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2137923 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2137923 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 32069 | CashDeemedCharitable |
| Net Noncharitable Assets | 2105854 | NetNoncharitableAssets |
| Minimum Investment Return | 105293 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 105293 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1543 | TaxBasedOnInvestmentIncome |
| Total Tax | 1543 | TotalTax |
| Distributable Amount Before Adj | 103750 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 103750 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 103750 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 79500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 79500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 79500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 103750 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 2203 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2203 | TotalExcessDistriCarryover |
| Qualifying Distributions | 79500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 79500 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2203 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2203 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 22047 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ASPCA | |||||||
| 424 E 92ND ST | NEW YORK | NY | 101286804 | NONE | 501(C)(3) | UNRESTRICTED | $3,500 |
| BIDE-A-WEE HOME ASSOCIATION INC | |||||||
| 410 E 38TH ST | NEW YORK | NY | 10016 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| CENTRAL PARK CONSERVATORY | |||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 |
| EYEBEAM ATELIER | |||||||
| 540 W 21ST ST | NEW YORK | NY | 100112812 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 |
| FORMAN SCHOOL | |||||||
| 12 NORFOLK RD | LITCHFIELD | CT | 06759 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| FRIENDS OF THE HIGHLINE | |||||||
| 529 WEST 20TH STREET 8W | NEW YORK | NY | 10011 | NONE | 501(C)(3) | UNRESTRICTED | $750 |
| MYLESTONE EQUINE RESCUE | |||||||
| 227 STILL VALLEY RD | PHILLIPSBURG | NJ | 08865 | NONE | 501(C)(3) | UNRESTRICTED | $4,500 |
| NANTUCKET DREAMLAND THEATRE | |||||||
| 12 OAK ST SHOP A PO BOX 989 | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| NJ CONSERVATION FOUNDATION | |||||||
| 800 COOPER ST SUITE 201C | CAMDEN | NJ | 08102 | NONE | 501(C)(3) | UNRESTRICTED | $250 |
| NORTH SHORE ANIMAL RESCUE | |||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | NONE | 501(C)(3) | UNRESTRICTED | $3,500 |
| NYC POLICE FDN PETER FIGOSKI SCHOLARSHIP FUND | |||||||
| 555 5TH AVE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| QUOGUE WILDLIFE REFUGE | |||||||
| 3 OLD COUNTRY ROAD | QUOGUE | NY | 11959 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| ST JUDES CHILDREN'S HOSPITAL | |||||||
| 225 W 34TH STREET | NEW YORK | NY | 101220049 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 |
| THE HUMANE SOCIETY OF NY | |||||||
| 306 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| THE PACIFIC FOUNDATION | |||||||
| PO BOX 369 | HOPEWELL | NJ | 08525 | NONE | 501(C)(3) | UNRESTRICTED | $31,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BOULEVARD | THE BRONX | NY | 10460 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW POBOX 97180 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 79500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $74,186 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,990 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $78,176 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 78176 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | JOHNSON 1998 CHARITABLE ANNUITY TR | PO BOX 369 | HOPEWELL | NJ | 08525 | 145926 | X |
| 2 | JOHNSON 1998 CHARITABLE ANNUITY TR | PO BOX 369 | HOPEWELL | NJ | 08525 | 18751 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 2,329 SHS JOHNSON & JOHNSON COMMON STOCK | 145926 | 2011-10-04 |
| 2 | 301 SHS JOHNSON & JOHNSON COMMON STOCK | 18751 | 2011-10-04 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | JOHNSON & JOHNSON STOCK | NameOfStock |
| EOY Book Value | 1901383 | EOYBookValue |
| EOYFMV | 2192274 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 625 | 625 | 0 |
| CUSTODIAN FEES | 400 | 400 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO INDIA BLAKE | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 2135 | EOYBookValue |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (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 Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAX | $1,445 | 0 | 0 |
| LICENSES AND FEES | $50 | 0 | 0 |
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