JOHNSON STREET FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON STREET FOUNDATION (EIN 13-7579596)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201933119349101283
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-07T15:47:14-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 850 SEVENTH AVE LEONARD ORR NO 701 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD ORR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3477481300 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD LUBCHER | PreparerPersonNm |
| PTIN | P00021088 | PTIN |
| Phone | 2128888350 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.0.131.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 13:02:06 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 831D64C0D34E56E273F3EE60C3E2535D505AF2D7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B771D5E54CC0750B6C5749D1116E0025457C3672 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,504,641 | 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 |
| Interest On Sav Rev And Expnss | $243 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $243 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $612,931 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $612,931 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $613,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $613,174 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $127,789 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $127,789 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,693 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,633 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $89,314 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,980 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $49,479 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,948 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $44,531 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $381 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $381 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,604 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,875 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,594 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $320,892 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,516 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $209,908 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,606,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,606,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,927,542 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,516 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,816,558 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,314,368 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $587,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $510,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $127,586 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $127,586 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $20,873,790 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,151,868 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,151,868 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,980,080 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,152,034 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,152,034 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $73,153 | OtherAssetsBOYAmt |
| Other Assets EOY | $73,153 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $73,153 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,437,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,504,641 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,504,641 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $33,437,740 | UnrestrictedBOYAmt |
| Unrestricted EOY | $30,504,641 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,437,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,504,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,437,740 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,504,641 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,437,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,314,368 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,123,372 | SubtotalAmt |
| Other Decreases | $1,618,731 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,504,641 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,683,281 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,873,271 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051205 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,512,916 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,523,928 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049565 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,095,520 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,512,579 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085488 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,716,947 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,661,100 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.161048 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,977,784 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,091,234 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.178320 | DistributionYr5Rt |
| Total Distribution | 0.525626 | TotalDistributionRt |
| Average Distribution | 0.105125 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,291,545 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,394,649 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,877 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,400,526 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,816,558 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,753 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,910 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $72,910 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $61,157 | OverpaymentAmt |
| Applied To ES Tax | $61,157 | 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 | $127,789 | $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 | $17,634,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,075,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $73,152 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,783,294 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,783,294 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $491,749 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,291,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,614,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,614,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,753 | TotalTaxAmt |
| Distributable Before Adj | $1,602,824 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,602,824 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,602,824 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,816,558 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,816,558 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,816,558 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,602,824 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,110,699 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,250,332 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,163,714 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $125,583 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,528 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,732,856 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,816,558 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,602,824 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $213,734 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,946,590 | 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 | $1,110,699 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,835,891 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,250,332 | ExcessFromYear4Amt |
| Excess From Year3 | $1,163,714 | ExcessFromYear3Amt |
| Excess From Year2 | $125,583 | ExcessFromYear2Amt |
| Excess From Year1 | $82,528 | ExcessFromYear1Amt |
| Excess From Current Year | $213,734 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ADELPHI UNIV INSTITUTE FOR PARENTING | |||||
| 1 SOUTH AVENUE | GARDEN CITY | NY | 11530 | GRANT: SUPPORT FOR "BABIES CAN'T WAIT" PROJECT | $50,000 |
| ARAB-AMERICAN FAMILY SUPPORT CENTER | |||||
| 150 COURT STREET 3RD FL | BROOKLYN | NY | 11201 | GRANT: 2ND HALF SUPPORT DUADIC THERAPY | $62,500 |
| BRONX DEFENDERS | |||||
| 360 EAST 161ST STREET | BRONX | NY | 10451 | GRANT: SUPPORT HEALTHY MOTHERS/BABIES PROGRAM | $120,000 |
| CENTER FOR COURT INNOVATION | |||||
| 520 8TH AVENUE 18TH FLOOR | NEW YORK | NY | 10018 | GRANT: STRONG STARTS PROJECT BRONX FAMILY COURT | $75,000 |
| FUND FOR THE CITY OF NEW YORK | |||||
| 121 AVENUE OF THE AMERICAS 6TH FL | NEW YORK | NY | 10013 | GRANT: SUPPORT RISE MAGAZINE | $30,000 |
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||
| PO BOX 740190 | BRONX | NY | 10474 | GRANT: HPAC WITH CHANCES FOR CHILDREN | $55,121 |
| SANCTUARY FOR FAMILIES | |||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | GRANT: EXPAND DYADIC THERAPY | $105,000 |
| NEW ALTERNATIVES FOR CHILDREN INC | |||||
| 37 WEST 26TH STREET 6TH FL | NEW YORK | NY | 10010 | SUPPORT FOR BUILDING BLOCKS PROGRAM | $100,000 |
| NEW YORK CENTER FOR CHILD DEVELOPMENT - RETURN OF PRIOR GRANT NOT SPENT | |||||
| 159 WEST 127TH STREET | NEW YORK | NJ | 10027 | GRANT: CLINICIAN FOR BABIES FIRST & 10% OVERHEAD | -$6,392 |
| SANCTUARY FOR FAMILIES | |||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | GRANT: TRAIN SOCIAL WORKERS CPP | $50,000 |
| SHELTERING ARMS SERVICES | |||||
| 305 SEVENTH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | GRANT: EXPAND SEE & HEARD PROGRAM FAR ROCKAWAY | $125,421 |
| THE BROOKDALE HOSPITAL MEDICAL CENTER | |||||
| 1 BROOKDALE PLAZA | BROOKLYN | NY | 11212 | GRANT: SUPPORT HEALTHY STEPS CENTRAL BROOKLYN | $85,000 |
| THE NEW SCHOOL | |||||
| 79 FIFTH AVE 17TH FL | NEW YORK | NY | 10003 | GRANT: SUPPORT CHILD WELFARE WATCH PROJECT & PUBLICATION | $80,000 |
| WNET - ROGER WEISBERG | |||||
| 3 LUDLOW LANE PO BOX 650 | PALISADES | NY | 10964 | GRANTS: TO SUPPORT "EARLY CHILDHOOD MATTERS" FILM | $25,000 |
| YOUTH COMMUNICATION NEW YORK CENTERINC | |||||
| 242 WEST 38TH STREET 6TH FL | NEW YORK | NY | 10028 | GRANT: TO SUPPORT "REPRESENT" MAGAZINE | $50,000 |
| YSC FOUNDATION | |||||
| 25 EAST SALEM ST | HACKENSACK | NJ | 07601 | GRANT: THERAPY E. ORANGE, UNION CITY, AND PATERSON, NJ | $200,000 |
| SCO FOUNDATION | |||||
| 1 ALEXANDER PLACE | GLEN COVE | NY | 11542 | GRANT: INFANT MENTAL HEALTH SPECIALISTS FOR BETHANY CENTER | $37,500 |
| THE CHILD CENTER OF NY | |||||
| 0-02 QUEENS BLVD LOWER LEVEL | WOODSIDE | NY | 11377 | GRANT: CHILD-PARENT DYADIC THERAPY | $112,500 |
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | |||||
| 525 WEST 120TH STREET BOX 306 | NEW YORK | NY | 10027 | GRANT: POVERTY REDUCTION CLINICAL TRIAL PROJECT | $100,000 |
| CHILDREN'S HEALTH FUND | |||||
| 215 WEST 125TH STREET SUITE 301 | NEW YORK | NY | 10027 | GRANT: TO SUPPORT DYADIC THERAPHY | $100,000 |
| THE FLORENCE IMMIGRANT & REFUGEE RIGHTS | |||||
| 738 N 5TH AVE STE 103 | TUCSON | AZ | 85705 | GRANT: HIRE SW TO WORK WITH YOUNGEST CHILDREN | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,606,650 | 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 | $243 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $612,931 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $613,174 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $613,174 | 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 | $16,325 | Amt |
| Net Investment Income | $14,693 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,633 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $4,122,440 | $4,122,440 |
| EQUITY FUNDS | $10,029,594 | $10,029,594 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $16,151,868 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,151,868 | 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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $1,618,731 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $17,661 | $1,766 | $15,895 |
| PAYROLL PROCESSING FEES | $1,510 | $0 | $0 |
| NYS DEPARTMENT OF LAW NOTICE | $750 | $0 | $0 |
| WORKERS COMP. INSURANCE | $875 | $0 | $0 |
| INVESTMENT ADVISORY FEES | $4,109 | $4,109 | $0 |
| INSURANCE | $4,879 | $0 | $1,879 |
| UTILITIES | $7,820 | $0 | $7,820 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $9,980 | $0 | $9,980 |
| FEDERAL EXCISE TAXES | $79,334 | $0 | $0 |