JOHNSON STREET FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON STREET FOUNDATION (EIN 13-7579596)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349104051
- Schema version
- 2020v4.1
- 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 Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:41:30-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 831563953 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBCHER & GANIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 EAST 56TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137579596 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHNSON STREET FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3477481300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LUBCHER GANIS-126 E 56TH ST NO | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD ORR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3477481300 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEONARD | PersonFirstNm |
| Person Last | ORR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD LUBCHER | PreparerPersonNm |
| PTIN | P00021088 | PTIN |
| Phone | 2128888350 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,565,557 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $565,837 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $565,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$59,941 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,255,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $505,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $565,837 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $117,685 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $117,685 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,933 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,735 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,062 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $673 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,341 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,341 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $101,702 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,170 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $91,532 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,616 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,084 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $261,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,848 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $235,315 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,627,758 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,627,758 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,889,604 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,848 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,863,073 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,383,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $544,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $126,131 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,644,465 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,644,465 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,654,570 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,970,768 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,970,768 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,171,826 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,877,171 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,877,171 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $73,153 | OtherAssetsBOYAmt |
| Other Assets EOY | $73,153 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $73,153 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,025,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,565,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,565,557 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $33,025,680 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $35,565,557 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,025,680 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,565,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,025,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,565,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,025,680 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,383,708 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,923,585 | OtherIncreasesAmt |
| Subtotal | $35,565,557 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,565,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ABBVIE UMB | P | $67 | $69 | -$2 | -$2 |
| US TREAS NOTES UMB | P | $4,140,000 | $4,139,515 | $485 | $485 |
| ALLERGAN PLC UMB | P | $58,143 | $73,790 | -$15,647 | -$15,647 |
| ROLLS ROYCE RTS UMB | P | $57,682 | $102,459 | -$44,777 | -$44,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$59,941 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,575 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,575 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,575 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,926 | 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 | $46,926 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,351 | OverpaymentAmt |
| Applied To ES Tax | $39,351 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | WWW.NYCWF.ORG | WebsiteAddressTxt |
| Individual With Books | HOWARD LUBCHER CPA | IndividualWithBooksNm |
| Phone | 2128888350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 EAST 56TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH BUCKNER | ||||||||
| 300 WEST END AVENUE | NEW YORK | NY | 10023 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| LEONARD ORR | ||||||||
| 300 WEST END AVENUE | NEW YORK | NY | 10023 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| FRANK WOLF | ||||||||
| 39 CLAREMONT AVE | NEW YORK | NY | 10027 | EXECUTIVE DIRECTOR | 30.00 | $117,685 | $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 | $24,547,485 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,427,361 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $73,153 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,047,999 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,047,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $480,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,567,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,578,364 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,578,364 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,575 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,575 | TotalTaxAmt |
| Distributable Before Adj | $1,570,789 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,570,789 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,570,789 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,863,073 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,863,073 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,863,073 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,570,789 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,163,714 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $125,583 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $82,528 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $213,734 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $723,204 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,308,763 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,863,073 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,570,789 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $292,284 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,601,047 | 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 | $1,163,714 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,437,333 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $125,583 | ExcessFromYear4Amt |
| Excess From Year3 | $82,528 | ExcessFromYear3Amt |
| Excess From Year2 | $213,734 | ExcessFromYear2Amt |
| Excess From Year1 | $723,204 | ExcessFromYear1Amt |
| Excess From Current Year | $292,284 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH BUCKNER | ContributingManagerNm |
| Contributing Manager | LEONARD ORR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ARAB-AMERICAN FAMILY SUPPORT CENTER | |||||
| 150 COURT STREET 3RD FL | BROOKLYN | NY | 11201 | GRANT: EXPANDING TRAUMA SERVICES | $125,000 |
| BRONX DEFENDERS | |||||
| 360 EAST 161ST STREET | BRONX | NY | 10451 | GRANT: SUPPORT HEALTHY MOTHERS/BABIES PROGRAMGRANT: SUPPORT HEALTHY MOTHERS/BABIES PROGRAM | $70,000 |
| EL PASO CHILD GUIDANCE CENTER INC | |||||
| 2701 EAST YANDELL DRIVE | EL PASO | TX | 79903 | GRANT: SUPPORT HIRING SOCIAL WORKER | $35,000 |
| EL PASO CHILD GUIDANCE CENTER INC | |||||
| 2701 EAST YANDELL DRIVE | EL PASO | TX | 79903 | GRANT 2 OF 2: SUPPORT HIRING SOCIAL WORKER | $35,000 |
| FOSTERING MEDIA CONNECTIONS | |||||
| PO BOX 861928 | LOS ANGELES | CA | 90086 | GRANT: SUPPORT "CHRONICLES FOR SOCIAL CHANGE" | $5,000 |
| FREEDOM FOR IMMIGRANTS | |||||
| 1322 WEBSTER STREET SUITE 300 | OAKLAND | CA | 94612 | GRANT: TO EXPAND FFI SERVICES | $50,000 |
| FREEDOM FOR IMMIGRANTS | |||||
| 1322 WEBSTER STREET SUITE 300 | OAKLAND | CA | 94612 | GRANT: TO EXPAND FFI SERVICES | $125,000 |
| FUND FOR THE CITY OF NEW YORK | |||||
| 520 8TH AVENUE 18TH FL | NEW YORK | NY | 10018 | GRANT: RISE MAGAZINE | $30,000 |
| FUND FOR THE CITY OF NEW YORK | |||||
| 520 8TH AVENUE 18TH FL | NEW YORK | NY | 10018 | GRANT: STRONG STARTS PROGRAM BRONX | $70,000 |
| MT SINAI-MORNINGSIDE PARENT-INFANT CENTER | |||||
| 1090 AMSTERDAM AVE 17TH FLOOR | NEW YORK | NY | 10025 | GRANT: PARENT-INFANT CENTER PROJECT | $125,000 |
| MT SINAI-MORNINGSIDE PARENT-INFANT CENTER | |||||
| 1090 AMSTERDAM AVE 17TH FLOOR | NEW YORK | NY | 10025 | GRANT: 1ST HALF IN COLAB. WITH NY FOUNDLING | $48,000 |
| NEW ALTERNATIVES FOR CHILDREN INC | |||||
| 37 WEST 26TH STREET 6TH FL | NEW YORK | NY | 10010 | GRANT: SUPPORT FOR BUILDING BLOCKS PROGRAM | $75,000 |
| NEW YORK UNIVERSITY SCHOOL OF MEDICINE | |||||
| PO BOX 415026 | BOSTON | MA | 05541 | GRANT: SUPPORT CHILD-PARENT PSYCHOTHERAPY | $70,404 |
| NEW YORK UNIVERSITY SCHOOL OF MEDICINE | |||||
| PO BOX 415026 | BOSTON | MA | 02241 | GRANT: SUPPLEMENTAL COMP. DR WILHEIM | $20,000 |
| REFUGEE SERVICES OF TEXAS | |||||
| 9241 LBJ FREEWAY SUITE 210 | DALLAS | TX | 75243 | GRANTS: HIRING CLINICIAN FOR PRESCHOOLERS & FAMILY | $44,200 |
| SCO FOUNDATION | |||||
| 1 ALEXANDER PLACE | GLEN COVE | NY | 11542 | GRANT: COMPENSATION FOR INFANT MENTAL HEALTH SPECIALIST | $75,000 |
| SHELTERING ARMS SERVICES | |||||
| 25 BROADWAY 18TH FLOOR | NEW YORK | NY | 10004 | GRANT: RENEW SEE & HEARD PROGRAM FAR ROCKAWAY | $120,154 |
| THE CHILD CENTER OF NY | |||||
| 118-35 QUEENS BLVD 6TH FLOOR | FOREST HILLS | NY | 11375 | GRANT: DYADIC THERAPY EARLY TRAUMA PROGRAM | $75,000 |
| THE FLORENCE IMMIGRANT & REFUGEE RIGHTS | |||||
| PO BOX 86299 | TUCSON | AZ | 85749 | GRANT: PAY SW TO WORK WITH YOUNGEST CHILDREN | $50,000 |
| THE NEW SCHOOL | |||||
| 79 5TH AVENUE 17TH FLOOR | NEW YORK | NY | 10003 | GRANT: SUPPORT CHILD WELFARE WATCH | $80,000 |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | GRANTS: SUPPORT DYADIC THERAPY BUTTERFLIES PROGRAM | $100,000 |
| YOUTH COMMUNICATION NEW YORK CENTERINC | |||||
| 817 WEST END AVENUE APT 5E | NEW YORK | NY | 10025 | GRANT: TO SUPPORT "REPRESENT" MAGAZINE | $50,000 |
| YSC FOUNDATION | |||||
| 25 EAST SALEM ST | HACKENSACK | NJ | 07601 | GRANT: THERAPY PATERSON, ESSEX, AND HUDSON | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,627,758 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $565,837 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$59,941 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $505,896 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $505,896 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,735 | Amt |
| Net Investment Income | $6,062 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $673 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $4,740,732 | $4,740,732 |
| EQUITY FUNDS | $25,136,439 | $25,136,439 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,970,768 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,970,768 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT DEPOSITS | Desc |
| BOY Book Value | $73,153 | BOYBookValueAmt |
| EOY Book Value | $73,153 | EOYBookValueAmt |
| EOYFMV | $73,153 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $6,679 | $668 | $6,011 |
| PAYROLL PROCESSING FEES | $1,647 | $0 | $1,647 |
| NYS DEPARTMENT OF LAW NOTICE | $750 | $0 | $0 |
| WORKERS COMP. INSURANCE | $1,135 | $0 | $1,135 |
| INVESTMENT ADVISORY FEES | $3,948 | $3,948 | $0 |
| INSURANCE | $376 | $0 | $376 |
| UTILITIES | $6,915 | $0 | $6,915 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $3,923,585 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAX | CategoryTxt |
| Amt | $9,341 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,341 | DisbursementsCharitablePrpsAmt |