LOZEN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LOZEN FOUNDATION INC (EIN 83-2625727)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-04
- IRS object ID
- 202332169349100703
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-04T10:03:53-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270120069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPERSMITH SIMON & VOGEL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHARLES LINDBERGH BLVD STE 605 | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832625727 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOZEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOZE | BusinessNameControlTxt |
| Phone | 6508674866 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 703 ISLAND DR | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH E JOHNSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6508674866 | PhoneNum |
| Signature | 2023-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE LEVY | PreparerPersonNm |
| PTIN | P01273212 | PTIN |
| Phone | 5164835800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,469,163 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,402,700 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $350,309 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $350,309 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $98,902 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $82,671 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,851,911 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $432,980 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $185,416 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185,416 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $9,616 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $9,616 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,110 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,222 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,888 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $85,657 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,131 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $68,526 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $51,927 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,812 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,227 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,227 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $180,927 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $180,927 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $537,880 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $481,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,481,915 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,481,915 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,019,795 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,963,327 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,832,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $413,627 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $305,350 | CashBOYAmt |
| Cash EOY | $31,616 | CashEOYAmt |
| Cash EOYFMV | $31,616 | CashEOYFMVAmt |
| Grants Receivable EOY | $6,402,700 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $6,402,700 | GrantsReceivableEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,476,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $2,476,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,476,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,476,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $283,813 | CorporateStockBOYAmt |
| Corporate Stock EOY | $272,774 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,403,584 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,153,751 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,180,158 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,155,263 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,218,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,363,248 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,469,163 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,218,914 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,363,248 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,218,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,363,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,218,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,363,248 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,218,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,832,116 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,312,218 | OtherIncreasesAmt |
| Subtotal | $10,363,248 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,363,248 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,749 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,749 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,132 | 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 | $28,132 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,383 | OverpaymentAmt |
| Applied To ES Tax | $22,383 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARAH E JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508674866 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 703 ISLAND DR | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 33480 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SARAH E JOHNSON | ||||||||
| 703 ISLAND DR | PALM BEACH | FL | 33480 | DIRECTOR/CHAIR/TREASURER/SECRETARY | 20.00 | $0 | $0 | $0 |
| ANN M LUFKIN | ||||||||
| 703 ISLAND DR | PALM BEACH | FL | 33480 | DIRECTOR | 10.00 | $92,708 | $0 | $0 |
| CHAUNCEY H LUFKIN | ||||||||
| 7107 LA VISTA DR | DALLAS | TX | 75214 | DIRECTOR | 10.00 | $92,708 | $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 | $7,674,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,788 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,599,750 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,464,316 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,464,316 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $171,965 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,292,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $564,618 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $564,618 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,749 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,517 | IncomeTaxAmt |
| Total Tax | $7,266 | TotalTaxAmt |
| Distributable Before Adj | $557,352 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $557,352 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $557,352 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,963,327 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,963,327 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $557,352 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $62,666 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,521,946 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,488,503 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,032,910 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,106,025 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,963,327 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $557,352 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,405,975 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,512,000 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,512,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,666 | ExcessFromYear4Amt |
| Excess From Year3 | $1,521,946 | ExcessFromYear3Amt |
| Excess From Year2 | $5,488,503 | ExcessFromYear2Amt |
| Excess From Year1 | $5,032,910 | ExcessFromYear1Amt |
| Excess From Current Year | $3,405,975 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARAH E JOHNSON | ContributingManagerNm |
| Contributing Manager | ANN M LUFKIN | ContributingManagerNm |
| Contributing Manager | CHAUNCEY H LUFKIN | ContributingManagerNm |
| Shareholder Manager | SARAH E JOHNSON | ShareholderManagerNm |
| Shareholder Manager | ANN M LUFKIN | ShareholderManagerNm |
| Shareholder Manager | CHAUNCEY H LUFKIN | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF UFFIZI | |||||||
| 205 WORTH AVENUE | PALM BEACH | FL | 33480 | NONE | 501 (C)(3) | GENERAL PURPOSE | $5,000 |
| NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS | |||||||
| 11 CROOKED LANE | NANTUCKET | MA | 02584 | NONE | 501 (C)(3) | GENERAL PURPOSE | $10,000 |
| NEAS | |||||||
| 347 HIGHLAND AVENUE | SALEM | MA | 01970 | NONE | 501 (C)(3) | GENERAL PURPOSE | $50,000 |
| NEAS | |||||||
| 347 HIGHLAND AVENUE | SALEM | MA | 01970 | NONE | 501 (C)(3) | GENERAL PURPOSE | $100,000 |
| WOODSTOCK FILM FESTIVAL | |||||||
| PO BOX 1406 | WOODSTOCK | NY | 12498 | NONE | 501 (C)(3) | GENERAL PURPOSE | $98,123 |
| ADDICTION EDUCATION SOCIETY | |||||||
| 1 FRANKLIN PARKWAY | SAN MATEO | CA | 94403 | NONE | 501 (C)(3) | GENERAL PURPOSE | $5,000 |
| NANTUCKET THEATRE WORKSHOP | |||||||
| 62 CENTRE STREET | NANTUCKET | MA | 02554 | NONE | 501 (C)(3) | GENERAL PURPOSE | $3,000 |
| MIAMI FOUNDATION | |||||||
| 40 NW 3RD AVENUE | MIAMI | FL | 33128 | NONE | 501 (C)(3) | GENERAL PURPOSE | $10,973 |
| WATERKEEPER ALLIANCE | |||||||
| 180 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | 501 (C)(3) | GENERAL PURPOSE | $10,000 |
| NEAS | |||||||
| 347 HIGHLAND AVENUE | SALEM | MA | 01970 | NONE | 501 (C)(3) | GENERAL PURPOSE | $1,406,391 |
| SUNDANCE | |||||||
| 155 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | 501 (C)(3) | GENERAL PURPOSE | $104,038 |
| WOODSTOCK FILM FESTIVAL | |||||||
| PO BOX 1406 | WOODSTOCK | NY | 12498 | NONE | 501 (C)(3) | GENERAL PURPOSE | $71,270 |
| CATSKILL MOUNTAINKEEPER | |||||||
| 220 MAIN STREET | HURLEYVILLE | NY | 12747 | NONE | 501 (C)(3) | GENERAL PURPOSE | $21,632 |
| HELP AFRICA | |||||||
| 115 EAST 23 STREET | NEW YORK | NY | 10010 | NONE | 501 (C)(3) | GENERAL PURPOSE | $26,372 |
| WHITE FEATHER FARM | |||||||
| 1389 RT 212 | SAUGERTIS | NY | 12477 | NONE | 501 (C)(3) | GENERAL PURPOSE | $493,053 |
| HELP AFRICA | |||||||
| 115 EAST 23 STREET | NEW YORK | NY | 10010 | NONE | 501 (C)(3) | GENERAL PURPOSE | $105,220 |
| THREE GENERATIONS FOR PUMA | |||||||
| 1123 BROADWAY | NEW YORK | NY | 10010 | NONE | 501 (C)(3) | GENERAL PURPOSE | $25,509 |
| CONSERVATION INTERNATIONAL | |||||||
| 2011 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | 501 (C)(3) | GENERAL PURPOSE | $25,099 |
| SARA LAWRENCE UNIVERSITY | |||||||
| 23 ROMOTA DR | CANTON | NY | 13617 | NONE | 501 (C)(3) | GENERAL PURPOSE | $120,109 |
| SARA LAWRENCE UNIVERSITY | |||||||
| 23 ROMOTA DR | CANTON | NY | 13617 | NONE | 501 (C)(3) | GENERAL PURPOSE | $101,136 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR | ARLINGTON | VA | 22203 | NONE | 501 (C)(3) | GENERAL PURPOSE | $33,553 |
| SUNDANCE | |||||||
| 155 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | 501 (C)(3) | GENERAL PURPOSE | $101,031 |
| CATSKILL MOUNTAINKEEPER | |||||||
| 220 MAIN STREET | HURLEYVILLE | NY | 12747 | NONE | 501 (C)(3) | GENERAL PURPOSE | $50,330 |
| WOODSHOLE OCEANOGRAPHIC INSTITUTION | |||||||
| 86 WATER STREET | FALMOUTH | MA | 02543 | NONE | 501 (C)(3) | GENERAL PURPOSE | $505,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,481,915 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $350,309 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 512000 | BusinessCd |
| Unrelated Business Taxbl Incm | $16,231 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,671 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $16,231 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $432,980 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $449,211 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES & ANN JOHNSON FAMILY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 SOUTH OCEAN BLVD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,402,700 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 215,000 SHARES FRANKLIN RESOURCES | NoncashPropertyDesc |
| Fair Market Value | $6,402,700 | FairMarketValueAmt |
| Received | 2022-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CROWE LLP | $34,992 | $6,998 | $27,994 |
| COOPERSMITH, SIMON & VOGEL | $50,665 | $10,133 | $40,532 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC (4545 SH) | $150,471 | $83,673 |
| NEUBASE THERAPEUTICS, INC (28860 SH0 | $98,367 | $5,489 |
| FRANKLIN RESOURCES (349748 SH COST .10/SH) | $23,936 | $6,314,422 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UPRIVER STUDIOS LLC | AT COST | $1,114,844 | $1,114,844 |
| MALIABLE FILMS | AT COST | $30,000 | $30,000 |
| WARNER BROTHERS INC. | AT COST | $35,314 | $10,419 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CARTER LEDYARD & MILBURN LLP | CategoryTxt |
| Legal Fees | $11,110 | LegalFeesAmt |
| Net Investment Income | $2,222 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,888 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $75 | $0 | $75 |
| PAYROLL FEES | $675 | $0 | $675 |
| MANAGEMENT FEES | $171,552 | $0 | $171,552 |
| OTHER FEES | $8,625 | $0 | $8,625 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INTEREST INCOME - UPRIVER | $91,578 | $91,578 | $91,578 |
| GAIN ON IMPACT PARTNERS | $16,231 | $0 | $16,231 |
| LOSS UPRIVER K-1 | -$8,907 | -$8,907 | -$8,907 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ADJUSTMENT FOR SECURITIES DONATED | $3,276,904 |
| WARNER BROS SECURITY ADDED IN 2022 (NOT ON 2021 STATEMENT) | $35,314 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $14,812 | $0 | $14,812 |
| FEDERAL TAX | $37,115 | $0 | $0 |