CHILDRENS TR 04132005: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS TR 04132005 (EIN 20-6512349)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201223199349101062
- 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 Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T14:11:33-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 6TH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | 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 | 206512349 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHILDREN'S TRUST CO COHNREZNICK LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHIL | NameControl |
| Phone | 2122970400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN L EDELMAN | Name |
| Title | TRUSTEE | Title |
| Phone | 2122970400 | Phone |
| Date Signed | 2012-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE KREINIK CPA | Name |
| PTIN | P00839914 | PTIN |
| Phone | 2122970400 | 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 | 8337018 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1245156 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1036 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1036 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 166287 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 166287 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 20 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 20 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 20 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1412499 | TotalRevenueAndExpenses |
| Total Net Investment Income | 167343 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1608 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1608 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 300000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 300000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 301608 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 300000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1110891 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 167343 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2372329 | CashBOY |
| Cash EOY | 2744880 | CashEOY |
| Cash EOYFMV | 2744880 | CashEOYFMV |
| Investments Corp Stock BOY | 662569 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2528355 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5592138 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 3034898 | TotalAssetsBOY |
| Total Assets EOY | 5273235 | TotalAssetsEOY |
| Total Assets EOYFMV | 8337018 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 2500 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 11155 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 2500 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11155 | 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 | 3032398 | RetainedEarningsBOY |
| Retained Earnings EOY | 5262080 | RetainedEarningsEOY |
| Total Net Assets BOY | 3032398 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5262080 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3034898 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5273235 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3032398 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1110891 | ExcessOfRevenueOverExpenses |
| Other Increases | 1118791 | OtherIncreases |
| Subtotal | 5262080 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5262080 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | JOHNSON & JOHNSON | DescriptionOfAsset |
| How Acquired | D | HowAcquired |
| Date Acquired | 1993-12-31 | DateAcquired |
| Date Sold | 2011-07-14 | DateSold |
| Gross Sales Price | 20 | GrossSalesPrice |
| Gain Or Loss | 20 | GainOrLoss |
| Gains Minus Excess Or Losses | 20 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 20 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 217662 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5746253 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.037879 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 161898 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4399288 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.036801 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 97154 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3304146 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.029404 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2003680 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 42000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 781448 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053746 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.157830 | TotalDistributionRatio |
| Average Distribution Ratio | 0.031566 | AverageDistributionRatio |
| Net Noncharitable Assets | 7056607 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 222749 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1673 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 224422 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 300000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1673 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1673 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1673 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6860 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6860 | TotalCreditsAndPayments |
| Overpayment | 5187 | Overpayment |
| Amount Credited To Next Year | 5187 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | 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 | COHNREZNICK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2122970400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 AVENUE OF AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MARTIN L EDELMAN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PAUL HASTINGS 75 E 55TH ST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 0.25 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 4752602 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2411466 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7164068 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7164068 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 107461 | CashDeemedCharitable |
| Net Noncharitable Assets | 7056607 | NetNoncharitableAssets |
| Minimum Investment Return | 352830 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 352830 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1673 | TaxBasedOnInvestmentIncome |
| Total Tax | 1673 | TotalTax |
| Distributable Amount Before Adj | 351157 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 351157 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 351157 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 300000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 300000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1673 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 298327 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 351157 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 285000 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 300000 | QualifyingDistributions |
| Applied To Year1 | 285000 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15000 | 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 |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 336157 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||
| 360 LEXINGTON AVENUE | NEW YORK | NY | 10017 | TAX EXEMPT - IRC SEC | SOCIAL WELFARE | $100,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | TAX EXEMPT - IRC SEC | SOCIAL WELFARE | $100,000 |
| COLORADO COLLEGE | ||||||
| 14 EAST CACHE LA POUDRE STREET | COLORADO SPRINGS | CO | 80903 | TAX EXEMPT - IRC SEC | SOCIAL WARFARE | $50,000 |
| MILLBROOK FIRE AND RESCUE | ||||||
| 20 FRONT STREET | MILLBROOK | NY | 12545 | TAX EXEMPT - IRC SEC | SOCIAL WARFARE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 300000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,036 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $166,287 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $20 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $167,343 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 167343 | 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 | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| ELIZABETH ROSS JOHNSON 2005 CLAT | |||||||
| 1 | C/O COHNREZNICK LLP 1212 6TH AVE | NEW YORK | NY | 10036 | 748465 | X | |
| ELIZABETH ROSS JOHNSON 2005 CLAT | |||||||
| 2 | C/O COHNREZNICK LLP 1212 6TH AVE | NEW YORK | NY | 10036 | 496465 | X | |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 11,413 SHARES JOHNSON & JOHNSON | NoncashPropertyDescription |
| Fair Market Value | 748465 | FairMarketValue |
| Date Received | 2011-12-31 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | JOHNSON & JOHNSON | NameOfStock |
| EOY Book Value | 2528355 | EOYBookValue |
| EOYFMV | 5592138 | EOYFMV |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO TAX BASIS | Description |
| Amount | $1,118,791 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO ERJ | Description |
| BOY Book Value | 2500 | BOYBookValue |
| EOY Book Value | 11155 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $1,608 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |