JOHNSON STREET FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON STREET FOUNDATION (EIN 13-7579596)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201743179349100244
- Schema version
- 2016v3.0
- 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 Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T09:45:17-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133644109 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIFKIN & LUBCHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 MADISON AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-11-08 | 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 | 2017-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.193.198.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-08 | IPDt |
| IP Tm | 13:55:29 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B58B5A46DC56BBDEC7481013FB3DE9E23269C7E9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 87979480D92C01B77FDB120B626D3188A31C06A0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,152,024 | 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 | $3,893,660 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $240,809 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $240,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,502,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,283,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,760,618 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,637,072 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,001,427 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,579 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,579 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,984 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,986 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,998 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $349,106 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,106 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $67,585 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,759 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $60,827 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $373 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $373 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,555 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,792 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $621,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $223,675 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,289,241 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,289,241 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,911,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,512,916 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,725,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,943,127 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,681,332 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,635,280 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,635,280 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $22,944,800 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $22,944,800 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,012,244 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,498,791 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,498,791 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $73,153 | OtherAssetsBOYAmt |
| Other Assets EOY | $73,153 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $73,153 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,766,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,152,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,152,024 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $30,766,729 | UnrestrictedBOYAmt |
| Unrestricted EOY | $33,152,024 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,766,729 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,152,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,766,729 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,152,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,766,729 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,725,857 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,492,586 | SubtotalAmt |
| Other Decreases | $4,340,562 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,152,024 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 1,046 SHS CDK GLOBAL INC. | D | $49,951 | $4,471 | $45,480 | $45,480 |
| 30,000 SHS COCA COLA CO | D | $1,277,942 | $280,847 | $997,095 | $997,095 |
| 300,000 UST BILLS | P | $299,803 | $299,799 | $4 | $4 |
| 24,000 SHS FORTIVE CORP | D | $1,305,051 | $112,163 | $1,192,888 | $1,192,888 |
| 7,950 SHS FASTENAL CO | D | $357,097 | $155,354 | $201,743 | $201,743 |
| PRECISION CASTPARTS CORP | P | $5,929,050 | $1,598,537 | $4,330,513 | $4,330,513 |
| CRODA INTERNATIONAL PLC | P | $12,111 | $6,356 | $5,755 | $5,755 |
| IMI PLC SHS | P | $52,456 | $65,316 | -$12,860 | -$12,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,760,618 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,095,520 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,512,579 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085488 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,716,947 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,661,100 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.161048 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,977,784 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,091,234 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.178320 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $456,440 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,982,992 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041559 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $314,219 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,261,747 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043270 | DistributionYr5Rt |
| Total Distribution | 0.509685 | TotalDistributionRt |
| Average Distribution | 0.101937 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,523,928 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,111,518 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $69,431 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,180,949 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,512,916 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $138,863 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $138,863 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $138,863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $184,417 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $184,417 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $513 | EsPenaltyAmt |
| Overpayment | $45,041 | OverpaymentAmt |
| Applied To ES Tax | $45,041 | 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 | RIFKIN LUBCHER LLP | IndividualWithBooksNm |
| Phone | 2128888350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 |
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 | $120,579 | $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 | $12,771,987 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,143,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $73,152 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,988,759 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,988,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $464,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,523,928 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,526,196 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,526,196 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $138,863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $138,863 | TotalTaxAmt |
| Distributable Before Adj | $1,387,333 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,387,333 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,387,333 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,512,916 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,512,916 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,512,916 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,387,333 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,110,699 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,250,332 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,163,714 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,524,745 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,512,916 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,387,333 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,583 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,650,328 | 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 | $3,650,328 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,110,699 | ExcessFromYear3Amt |
| Excess From Year2 | $1,250,332 | ExcessFromYear2Amt |
| Excess From Year1 | $1,163,714 | ExcessFromYear1Amt |
| Excess From Current Year | $125,583 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CHILD WELFARE ORGANIZING PROJECT | |||||
| 80 EAST 110TH STREET SUITE 1E | NEW YORK | NY | 10029 | GENERAL OPERATING SUPPORT 2016-17 | $50,000 |
| CHILDREN'S HEALTH FUND | |||||
| PO BOX 572 | NEW YORK | NY | 10030 | EXPAND DYADIC THERAPHY AT CHF SOUTH BRONX | $112,262 |
| FAMILY INTERVENTION SERVICES INC | |||||
| 86 S HARRISON STREET | EAST ORANGE | NJ | 07019 | SUPPORT EARLY STEPS PROGRAM | $34,580 |
| FORESTDALE INC | |||||
| 63-75 112TH STREET | FOREST HILLS | NY | 11375 | SUPPORT "ATTACHMENT AND BIOBEHAVIORAL CATCH-UP" | $50,000 |
| FUND FOR THE CITY OF NEW YORK | |||||
| 121 AVENUE OF THE AMERICAS 6TH FLO | NEW YORK | NY | 10013 | SUPPORT RISE MAGAZINE | $30,000 |
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||
| PO BOX 740190 | BRONX | NY | 10474 | SUPPORT DYADIC THERAPY AT HPAC WITH CHANCES FOR CHILDREN | $41,293 |
| MT SINAI -ST LUKE'S | |||||
| 1090 AMSTERDAM AVE 17TH FLOOR | NEW YORK | NY | 10029 | PARENT-INFANT CENTER PROJECT: FOCUS INFANT MENTAL HEALTH | $91,106 |
| 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 | |||||
| 159 WEST 127TH STREET | NEW YORK | NJ | 10027 | 2ND HALF TO REPLICATE BRONX FAMILY COURT PROJECT | $50,000 |
| SCO FAMILY OF SERVICES | |||||
| 1 ALEXANDER PLACE | GLEN COVE | NY | 11542 | 1 YR SUPPORT FOR BABY AND ME | $100,000 |
| THE BROOKDALE HOSPITAL MEDICAL CENTER | |||||
| 1 BROOKDALE PLAZA | BROOKLYN | NY | 11212 | 1ST HALF HEALTHY STEPS IN CENTRAL BROOKLYN | $42,500 |
| THE CHILD CENTER OF NY | |||||
| 60-02 QUEENS BLVD | WOODSIDE | NY | 11377 | CHILD-PARENT PSYCHOTHERAPY | $37,500 |
| THE NEW SCHOOL | |||||
| 79 FIFTH AVE 17TH FL | NEW YORK | NY | 10003 | SUPPORT CHILD WELFARE WATCH PROJECT & PUBLICATION | $80,000 |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||
| 184 ELDRIDGE STREET | NEW YORK | NY | 10002 | SUPPORT BUTTERFLIES PROGRAM FOR YR | $100,000 |
| YALE UNIVERSITY | |||||
| PO BOX 1873 | NEW HAVEN | CT | 06508 | MINDING THE BABY PROGRAM 2016-17 | $40,000 |
| YOUTH COMMUNICATION NEW YORK CENTERINC | |||||
| 242 WEST 38TH STREET 6TH FL | NEW YORK | NY | 10028 | TO SUPPORT "REPRESENT" MAGAZINE | $50,000 |
| YSC FOUNDATION | |||||
| 25 EAST SALEM ST | HACKENSACK | NJ | 07601 | EXPANDING DYADIC THERAPY E. ORANGE & UNION CNTY | $190,000 |
| FUND FOR THE CITY OF NEW YORK | |||||
| 121 AVENUE OF THE AMERICAS 6TH FL | NEW YORK | NY | 10013 | SUPPORT EXPANSION OF BRONX INFANT COURT | $90,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,289,241 | 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 | $240,809 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,502,603 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,743,412 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,743,412 | 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 | LEONARD ORR & ELIZABETH BUCKNER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST END AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,893,660 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1046 SHS CDK GLOBAL INC. | $49,586 | 2016-04-21 |
| 1 | 58400 SHS COCA-COLA CO | $2,546,094 | 2016-09-06 |
| 1 | 24000 FORTIVE CORP | $1,297,980 | 2016-11-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,984 | Amt |
| Net Investment Income | $26,986 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,998 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $5,967,938 | $5,967,938 |
| EQUITY FUNDS | $2,530,853 | $2,530,853 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $22,944,800 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $22,944,800 | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED GAIN ON SECURITIES | $3,246,232 |
| UNREALIZED APPREC FM DONOR COST TO FMV DATE OF DONATION-UNSOLD SECURITIES | $1,094,330 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $15,060 | $1,506 | $13,554 |
| PAYROLL PROCESSING FEES | $1,386 | $0 | $1,386 |
| NYS DEPARTMENT OF LAW NOTICE | $750 | $0 | $750 |
| WORKERS COMP. INSURANCE | $831 | $0 | $831 |
| INVESTMENT ADVISORY FEES | $23,049 | $23,049 | $0 |
| INSURANCE | $4,372 | $0 | $4,372 |
| UTILITIES | $8,899 | $0 | $8,899 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $9,106 | $0 | $9,106 |
| FEDERAL EXCISE TAXES | $340,000 | $0 | $0 |