CECELIA JOYCE AND SEWARD JOHNSON: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CECELIA JOYCE AND SEWARD JOHNSON (EIN 22-3048720)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-03
- IRS object ID
- 202640939349101269
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-03T16:43:51-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE SUITE 301 | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070163618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223048720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CECELIA JOYCE AND SEWARD JOHNSON | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CECE | BusinessNameControlTxt |
| Phone | 2124855400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CRM PO BOX 778 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GREENLEAF | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2124855400 | PhoneNum |
| Signature | 2026-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANAN SAMARA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Preparation | 2026-03-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,357,561 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $148 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $148 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,301 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,301 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $188,995 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,486,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $188,995 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $267,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $267,444 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,796 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,796 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,230 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $199 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $199 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $344 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,056 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,852 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $686,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $686,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $726,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $697,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$459,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,671 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,012 | CashBOYAmt |
| Cash EOY | $3,261 | CashEOYAmt |
| Cash EOYFMV | $3,261 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $160,042 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,717 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,637,191 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,752,889 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,690,880 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,015,881 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,588,178 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,648,703 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,818,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,359,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,357,561 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,818,126 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,359,045 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,818,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,359,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,818,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,359,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,818,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$459,081 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,359,045 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,359,045 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $1,432,546 | $1,297,934 | $134,612 | $134,612 | |
| CAPITAL GAINS DIVIDENDS | $54,383 | $54,383 | $54,383 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $188,995 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,318 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,318 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,318 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,635 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,635 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,317 | OverpaymentAmt |
| Applied To ES Tax | $2,317 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CRM MANAGEMENT | IndividualWithBooksNm |
| Phone | 2124855400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 778 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100130778 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOYCE H JOHNSON | ||||||||
| PO BOX 778 | NEW YORK | NY | 10013 | PRESIDENT,SECRETARY (DECEASED 9/30/25) | 1.00 | $0 | $0 | $0 |
| MICHAEL GREENLEAF | ||||||||
| PO BOX 778 | NEW YORK | NY | 10013 | TRUSTEE, TREASURER (STARTED 10/1/25) | 1.00 | $0 | $0 | $0 |
| JOHN S JOHNSON | ||||||||
| PO BOX 778 | NEW YORK | NY | 10013 | PRESIDENT (TERM STARTED 10/1/25) | 1.00 | $0 | $0 | $0 |
| INDIA BLAKE | ||||||||
| PO BOX 778 | NEW YORK | NY | 10013 | SECRETARY (TERM STARTED 10/1/25) | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,185,993 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,336 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,294,329 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,294,329 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,214,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $260,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $260,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,318 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,318 | TotalTaxAmt |
| Distributable Before Adj | $257,428 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $257,428 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $257,428 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $697,752 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $697,752 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,428 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $831,507 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,048 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,098 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $163,808 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,690 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,222,151 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $697,752 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $257,428 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $440,324 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,662,475 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $831,507 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $830,968 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,048 | ExcessFromYear4Amt |
| Excess From Year3 | $64,098 | ExcessFromYear3Amt |
| Excess From Year2 | $163,808 | ExcessFromYear2Amt |
| Excess From Year1 | $64,690 | ExcessFromYear1Amt |
| Excess From Current Year | $440,324 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE CECELIA JOYCE AND SEWARD JOHNSO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 778 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2124855400 | RecipientPhoneNum |
| Form And Info And Materials | NO FORM SPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTISTS ASSOCIATION OF NANTUCKET | |||||||
| 24 AMELIA DRIVE | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $454,400 |
| CENTER FOR INDEPENDENT DOCUMENTARY | |||||||
| PO BOX 95216 | NEWTON | MA | 02495 | N/A | PC | IN SUPPORT OF CARTER STEWART'S FILM THE DISRUPTORS | $2,500 |
| EUGENE O'NEILL THEATER CENTER | |||||||
| 305 GREAT NECK RD | WATERFORD | CT | 06385 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC | |||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | N/A | PC | 2025 ELAINE WOLD MEMORIAL | $21,000 |
| GEORGE STREET PLAYHOUSE | |||||||
| PO BOX 194 | NEW BRUNSWICK | NJ | 08903 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| HOPEWELL VALLEY ARTS COUNCIL | |||||||
| 62 S MAIN ST | PENNINGTON | NJ | 08534 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| KEY WEST LITERARY SOCIETY | |||||||
| 624 WHITE STREET | KEY WEST | FL | 33040 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| KEY WEST LITERARY SOCIETY | |||||||
| 624 WHITE STREET | KEY WEST | FL | 33040 | N/A | PC | ELIZABETH BISHOP HOUSE | $33,000 |
| KEY WEST PLAYERS | |||||||
| 407 WALL STREET | KEY WEST | FL | 33040 | N/A | PC | WATERFRONT PLAYHOUSE | $5,000 |
| LAKE HARVEY ASSOCIATION | |||||||
| 722 HARVEY MTN RD | BARNET | VT | 05821 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MCCARTER THEATRE CENTER | |||||||
| 91 UNIVERSITY PLACE | PRINCETON | NJ | 08540 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NANTUCKET HISTORICAL SOCIETY | |||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SAKYONG POTRANG | |||||||
| 2525 ARAPAHOE AVE UNIT E4 | BOULDER | CO | 80302 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| SCREENWRITERS COLONY | |||||||
| 129 MASPETH AVENUE | BROOKLYN | NY | 11211 | N/A | PC | 2025 ALMANACK SUMMER SOIREE SPOTLIGHT SPONSORSHIP | $5,000 |
| SCREENWRITERS COLONY | |||||||
| 129 MASPETH AVENUE | BROOKLYN | NY | 11211 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SHIPPENSBURG UNIVERSITY FOUNDATION | |||||||
| 500 NEWBURG ROAD | SHIPPENSBURG | PA | 17257 | N/A | PC | ADA HORTON SCHOLARSHIP | $25,000 |
| THEATRE WORKSHOP OF NANTUCKET INC | |||||||
| 53 MAIN STREET 2ND FLOOR | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| TOWN OF BARNET | |||||||
| C/O JOE BREIDENSTEIN PO BOX 34 | BARNET | VT | 05821 | N/A | GOV | FLOOD RELIEF FUND | $5,000 |
| TYPE MEDIA CENTER | |||||||
| 116 E 16TH STREET 8TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $686,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,301 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $188,995 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $267,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,444 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,796 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,796 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS 322.000 SHARES | $34,030 | $40,343 |
| ABBVIE INC COM 197.000 SHARES | $30,077 | $45,013 |
| ACCENTURE PLC 60.000 SHARES | $17,692 | $16,098 |
| ALPHABET INC CL A 273.000 SHARES | $33,027 | $85,449 |
| AMAZON COM INC 436.000 SHARES | $72,438 | $100,638 |
| AMERICAN EXPRESS CO COM 143.000 SHARES | $35,222 | $52,903 |
| AMERICAN TOWER CORP NEW COM 127.000 SHARES | $27,734 | $22,297 |
| ANALOG DEVICES INC COM 163.000 SHARES | $30,319 | $44,206 |
| APPLE INC 400.000 SHARES | $56,508 | $108,744 |
| ARISTA NETWORKS INC COM 104.000 SHARES | $8,723 | $13,627 |
| AUTOMATIC DATA PROCESSING INC 103.000 SHARES | $23,832 | $26,495 |
| BLACKROCK INC 43.000 SHARES | $33,479 | $46,025 |
| BOSTON SCIENTIFIC CORP 236.000 SHARES | $11,983 | $22,503 |
| BROADCOM INC 232.000 SHARES | $29,395 | $80,295 |
| BROADCOM INC 310.000 SHARES | $30,062 | $107,291 |
| CHIPOTLE MEXICAN GRILL INC 517.000 SHARES | $24,789 | $19,129 |
| CHUBB LTD COM NPV 141.000 SHARES | $30,183 | $44,009 |
| COCA COLA CO 460.000 SHARES | $23,158 | $32,159 |
| EATON CORP 128.000 SHARES | $42,606 | $40,769 |
| HOME DEPOT INC 149.000 SHARES | $51,920 | $51,271 |
| INTERCONTINENTAL EXCHANGE INC COM 61.000 SHARES | $11,198 | $9,880 |
| INTUIT 36.000 SHARES | $18,559 | $23,847 |
| INTUITIVE SURGICAL INC 40.000 SHARES | $10,706 | $22,654 |
| JP MORGAN CHASE & CO. 237.000 SHARES | $32,783 | $76,366 |
| LILLY ELI & CO 71.000 SHARES | $34,397 | $76,302 |
| LINDE PLC EUR 102.000 SHARES | $36,442 | $43,492 |
| MARSH & MCLENNAN COS INC 163.000 SHARES | $29,844 | $30,240 |
| MASTERCARD INC CL A 59.000 SHARES | $23,963 | $33,682 |
| MCDONALDS CORP 125.000 SHARES | $32,064 | $38,204 |
| META PLATFORMS INC CL A 108.000 SHARES | $32,663 | $71,290 |
| MICROSOFT CORP 341.000 SHARES | $95,594 | $164,914 |
| MICROSOFT CORP 347.000 SHARES | $89,505 | $167,816 |
| MORGAN STANLEY 361.000 SHARES | $33,343 | $64,088 |
| NETFLIX INC 160.000 SHARES | $19,440 | $15,002 |
| NEXTERA ENERGY INC COM 594.000 SHARES | $42,473 | $47,686 |
| NVIDIA CORP 997.000 SHARES | $118,073 | $185,941 |
| ORACLE CORP 151.000 SHARES | $24,654 | $29,431 |
| ORACLE CORP 245.000 SHARES | $26,519 | $47,753 |
| OREILLY AUTOMOTIVE INC COM 127.000 SHARES | $6,063 | $11,584 |
| PALO ALTO NETWORKS INC 126.000 SHARES | $16,902 | $23,209 |
| PROCTER & GAMBLE CO 223.000 SHARES | $32,192 | $31,958 |
| PROGRESSIVE CORP 66.000 SHARES | $15,625 | $15,030 |
| PROLOGIS INC 355.000 SHARES | $41,801 | $45,319 |
| REPUBLIC SERVICES INC 63.000 SHARES | $8,001 | $13,352 |
| S&P GLOBAL 44.000 SHARES | $19,310 | $22,994 |
| SHERWIN WILLIAMS CO 52.000 SHARES | $14,901 | $16,850 |
| STRYKER CORPORATION COM 50.000 SHARES | $18,863 | $17,574 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR 311.000 SHARES | $35,673 | $94,510 |
| TAIWAN SEMICONDUCTOR MFG SPON 51.000 SHARES | $12,261 | $15,498 |
| TEXAS INSTRUMENT 169.000 SHARES | $33,758 | $29,320 |
| TJX COS INC 221.000 SHARES | $15,522 | $33,948 |
| TJX COS INC 373.000 SHARES | $40,754 | $57,297 |
| TRANE TECHNOLOGIES PLC 76.000 SHARES | $19,001 | $29,579 |
| UNION PACIFIC CORP 181.000 SHARES | $39,298 | $41,869 |
| VISA INC 123.000 SHARES | $23,567 | $43,137 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACAP STRATEGIC ONE CLASS 13,965.185.000 SHARES | AT COST | $359,407 | $407,504 |
| FIRST EAGLE OVERSEAS CLASS I 12957.406 SHARES | AT COST | $316,175 | $405,826 |
| ISHARES TR 20 YEARS BD ETF 2428.000 SHARES | AT COST | $390,188 | $211,624 |
| VANGUARD CORE BOND FUND CLASS ADMIRAL 42161.464 SHARES | AT COST | $898,465 | $766,074 |
| VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL 1595.559 SHARES | AT COST | $208,851 | $181,878 |
| VANGUARD MID-CAP INDEX FUND 1246.000 SHARES | AT COST | $222,093 | $361,614 |
| VANGUARD SMALL-CAP INDEX FUND 1218.000 SHARES | AT COST | $192,999 | $314,183 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $56 | $0 | $56 |
| BANK FEES | $344 | $344 | $0 |
| CHARITABLE MEMBERSHIP DUES | $5,000 | $0 | $5,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $28,230 | Amt |
| Net Investment Income | $28,230 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $199 | Amt |
| Net Investment Income | $199 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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