JOHNSON STREET FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON STREET FOUNDATION (EIN 13-7579596)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349103664
- Schema version
- 2024v5.2
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T13:56:45-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 3 FL | 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 | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD LUBCHER | PreparerPersonNm |
| PTIN | P00021088 | PTIN |
| Phone | 2128888350 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,456,736 | 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 | $10,875,015 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $728,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $728,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,666,294 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,131,506 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,917,192 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,270,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,646,180 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,504 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,504 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,987 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,288 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,699 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $19,776 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,782 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,148 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,148 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,537 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,074 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,713 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $133,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,362 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $88,846 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,239,871 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,239,871 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,373,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,362 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,328,717 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,896,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,615,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $567,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,007,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,007,478 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $40,037,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,402,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,402,335 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $46,923 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $46,923 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,605,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,456,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,456,736 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $40,605,216 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $55,456,736 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,605,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,456,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,605,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,456,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,605,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,896,474 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,955,046 | OtherIncreasesAmt |
| Subtotal | $55,456,736 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,456,736 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 15,668 SHARES OF ABBVIE INC. | D | 2020-05-08 | 2024-06-04 | $2,537,863 | $1,329,978 | $1,207,885 | $1,207,885 |
| 635 SHARES OF BERKSHIRE HATHAWAY INC DEL CL B | P | 2007-12-19 | 2024-09-16 | $286,048 | $56,938 | $229,110 | $229,110 |
| 2 SHARES OF BERKSHIRE HATHAWAY INC DEL CL A | P | 2007-12-19 | 2024-09-16 | $1,351,962 | $269,000 | $1,082,962 | $1,082,962 |
| 6,455 SHARES OF INTERNATIONAL BUSINESS MACHINES CORP | P | 2007-12-09 | 2024-12-06 | $1,531,595 | $649,000 | $882,595 | $882,595 |
| 15,732 SHARES OF GOLDMAN SACHS GROUP INC | D | 2010-04-30 | 2024-10-22 | $8,150,567 | $2,294,139 | $5,856,428 | $5,856,428 |
| DEEMED SALE 12466 MOHAWK INDS ON DISTRIBUTION TO VANGUARD CHARITABLE DAF | D | 2024-01-02 | $1,290,231 | $559,565 | $730,666 | $730,666 | |
| DEEMED SALE 10500 IBM CORP ON DISTRIBUTION TO VANGUARD CHARITABLE DAF | D | 2024-04-03 | $1,983,240 | $1,055,694 | $927,546 | $927,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,917,192 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $161,460 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $161,460 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $161,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $190,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $209,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $270 | EsPenaltyAmt |
| Overpayment | $47,470 | OverpaymentAmt |
| Applied To ES Tax | $47,470 | 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 - 3FL | 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 |
| SUSAN BAER | ||||||||
| 151 IMPERIAL AVE | WESTPORT | CT | 06880 | EXECUTIVE DIRECTOR | 20.00 | $75,504 | $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 | $46,236,402 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $182,645 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,419,047 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,419,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $696,286 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,722,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,286,138 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,286,138 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $161,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $161,460 | TotalTaxAmt |
| Distributable Before Adj | $2,124,678 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,124,678 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,124,678 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,328,717 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,328,717 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,124,678 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $723,204 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $292,284 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $915,400 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $511,814 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $178,312 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,621,014 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,328,717 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,124,678 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,204,039 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,825,053 | 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 | $723,204 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,101,849 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $292,284 | ExcessFromYear4Amt |
| Excess From Year3 | $915,400 | ExcessFromYear3Amt |
| Excess From Year2 | $511,814 | ExcessFromYear2Amt |
| Excess From Year1 | $178,312 | ExcessFromYear1Amt |
| Excess From Current Year | $3,204,039 | 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 (26 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: CAREGIVER-CHILD BONDING CIRCLE | $62,500 |
| CENTER FOR VICTIMS OF TORTURE | |||||
| 2356 UNIVERSITY AVENUE WEST STE 430 | ST PAUL | MN | 55114 | GRANT: CASA ALITAS PSYCHOSOCIAL SERVICES | $100,000 |
| EL PASO CHILD GUIDANCE CENTER INC | |||||
| 2211 E MISSOURI AVE SUITE 314 | EL PASO | TX | 79903 | GRANT: EXPAND SERVICES EL PASO COMMUNITYGRANT: EXPAND SERVICES EL PASO COMMUNITY | $150,000 |
| FORESTDALE INC | |||||
| 67-35 112TH STREET | FOREST HILLS | NY | 11375 | GRANT: DYADIC TRAUMA BASED INTERV. | $75,000 |
| FUND FOR THE CITY OF NEW YORK - RISE | |||||
| 121 SIXTH AVENUE 6TH FLOOR | NEW YORK | NY | 10013 | GRANT: GENERAL OPERATING SUPPORT FOR RISE | $45,000 |
| FUND FOR THE CITY OF NEW YORK | |||||
| 121 SIXTH AVENUE 6TH FLOOR | NEW YORK | NY | 10013 | GRANT: FAMILY POLICY PROJECT | $50,000 |
| JUSTICE INNOVATION INC | |||||
| 520 8TH AVENUE 18TH FLOOR | NEW YORK | NY | 10018 | GRANT: STRONG STARTS BRONX | $100,000 |
| MONTEFIORE MEDICAL CENTER | |||||
| 853 LONGWOOD AVE SUITE 201 | BRONX | NY | 10023 | GRANT: PROGRAMING FOR TERRA FIRMA | $85,000 |
| NEW YORK UNIVERSITY | |||||
| PO BOX 5166 | NEW YORK | NY | 10087 | GRANT: 1 OF 2 RE: SP# 24-1722 | $50,000 |
| NYU GROSSMAN SCHOOL OF MEDICINE | |||||
| PO BOX 415026 | BOSTON | MA | 02241 | GRANT: PLAYREADVIP IN EAST NEW YORK, NJ | $115,000 |
| RISING GROUND INC | |||||
| 1333 BROADWAY 8TH FLOOR | NEW YORK | NY | 10018 | GRANT: CPP & DYADIC PROGRAMING | $50,000 |
| SAFE HORIZON | |||||
| 2 LAFAYETTE STREET FLOOR 3 | NEW YORK | NY | 10007 | GRANT: 2 OF 2 BIGENERATIONAL MENTAL HEALTH TO CHILDREN | $50,000 |
| SAFE HORIZON | |||||
| 2 LAFAYETTE STREET FLOOR 3 | NEW YORK | NY | 10007 | GRANT: BIGENERATIONAL MENTAL HEALTH FOR PARENTS & CHILDREN | $100,000 |
| SOUTH WARD ALLIANCE | |||||
| 511 SOUTH ORANGE AVENUE 2022 | NEWARK | NJ | 07103 | GRANT: CIRCLE OF SECURITY PROGRAMMING | $50,000 |
| SUNSET PARK HEALTH COUNCIL INC | |||||
| 6025 6TH AVENUE | BROOKLYN | NY | 11220 | GRANT: HEALTHY STEPS | $150,000 |
| THE BROOKDALE HOSPITAL MEDICAL CENTER | |||||
| 10101 AVENUE D | BROOKLYN | NY | 11236 | GRANT: HEALTHY STEPS PROGRAM | $73,900 |
| THE CHILD CENTER OF NY | |||||
| 118-35 QUEENS BLVD | FOREST HILLS | NY | 11375 | GRANT: PEER ADVOCATE & DYADIC WORK | $100,000 |
| THE FLORENCE IMMIGRANT & REFUGEE RIGHTS | |||||
| PO BOX 86299 | TUCSON | AZ | 85749 | GRANT: PSYCHOSOCIAL & LEGAL SERVICES | $75,000 |
| THE INTERNATIONAL RESCUE COMMITTEE INC | |||||
| 122 EAST 42ND STREET 12TH FL | NEW YORK | NY | 10168 | GRANT: ATTACHMENT VITAMINS NYC & SACRAMENTO | $100,000 |
| THE JEWISH BOARD | |||||
| 463 7TH AVENUE 18TH FLOOR | NEW YORK | NY | 10018 | GRANT: EARLY CHILDHOOD MENTAL HEALTH PROGRAMS | $50,000 |
| THE NEW SCHOOL | |||||
| 55 WEST 13TH STREET | NEW YORK | NY | 10011 | GRANT: CHILD WELFARE WATCH (CNYCA) | $80,000 |
| THE NEW YORK FOUNDLING | |||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | GRANT: INCREASING CIRCLE OF SECURITY PROGRAMMING | $50,000 |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||
| 184 ELDRIDGE STREET | NEW YORK | NY | 10002 | GRANT: CPP & P-CPP IN BUTTERFLIES PROGRAM | $105,000 |
| VANGUARD CHARITABLE FUND | |||||
| 2670 WARWICK AVENUE | WARWICK | RI | 02889 | CONTRIBUTION OF APPRECIATED STOCK TO VANGUARD CHARITABLE TO SUPPORT THE JOHNSON STREET FUND, A DONOR-ADVISED FUND ADMINISTERED BY VANGUARD CHARITABLE, FOR THE PURPOSE OF RECOMMENDING GRANTS TO QUALIFYING IRC 501(C)(3) ORGANIZATIONS IN FURTHERANCE OF THEIR CHARITABLE MISSIONS. VANGUARD CHARITABLE RETAINS EXCLUSIVE LEGAL CONTROL OVER THE CONTRIBUTED ASSETS. | $1,290,231 |
| VANGUARD CHARITABLE FUND | |||||
| 2670 WARWICK AVENUE | WARWICK | RI | 02889 | CONTRIBUTION OF APPRECIATED STOCK TO VANGUARD CHARITABLE TO SUPPORT THE JOHNSON STREET FUND, A DONOR-ADVISED FUND ADMINISTERED BY VANGUARD CHARITABLE, FOR THE PURPOSE OF RECOMMENDING GRANTS TO QUALIFYING IRC 501(C)(3) ORGANIZATIONS IN FURTHERANCE OF THEIR CHARITABLE MISSIONS. VANGUARD CHARITABLE RETAINS EXCLUSIVE LEGAL CONTROL OVER THE CONTRIBUTED ASSETS. | $1,983,240 |
| YOUTH COMMUNICATION | |||||
| 242 WEST 38TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | SPECIAL GRANT: SUPPORT YOUTH WORK & AMPL!FY PROGRAMMING | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,239,871 | 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 | $728,988 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,666,294 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,395,282 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,395,282 | 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 APT 10B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,875,015 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 15,668 SHARES OF ABBVIE INC. | $2,552,787 | 2024-05-22 |
| 1 | 15,732 SHARES OF GOLDMAN SACHS GROUP INC. | $8,322,228 | 2024-10-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $16,987 | Amt |
| Net Investment Income | $15,288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,699 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $2,844,710 | $2,844,710 |
| EQUITY FUNDS | $39,557,625 | $39,557,625 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME (BNY) | Desc |
| EOY Book Value | $46,923 | EOYBookValueAmt |
| EOYFMV | $46,923 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $885 | $0 | $885 |
| PAYROLL PROCESSING FEES | $1,957 | $0 | $1,957 |
| NYS DEPARTMENT OF LAW NOTICE | $750 | $0 | $0 |
| WORKERS COMP. INSURANCE | $1,174 | $0 | $1,174 |
| INVESTMENT ADVISORY FEES | $15,074 | $15,074 | $0 |
| UTILITIES | $697 | $0 | $697 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $4,955,046 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $5,782 | $0 | $5,782 |
| FEDERAL EXCISE TAXES | $13,994 | $0 | $0 |