JOHNSON STREET FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON STREET FOUNDATION (EIN 13-7579596)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-20
- IRS object ID
- 201511409349100106
- Schema version
- 2014v5.0
- 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 | 2015-05-20T11:01:19-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | AddressLine1Txt |
| Address Line2 | 701 | AddressLine2Txt |
| 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 | 2015-05-08 | 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 | 2015-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,273,834 | 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 | $3,524,858 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $61 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $111,684 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,684 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,730 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,563,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,260,618 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,624,873 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,372,363 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $111,403 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $111,403 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,127 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,614 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,513 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,731 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,931 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $79,171 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,917 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $71,254 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,813 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,813 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,614 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,799 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,816 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $266,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,330 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $212,730 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,537,437 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,537,437 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,804,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,330 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,750,167 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,820,577 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,322,033 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $165,925 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $686,297 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $686,297 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,899,695 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,199,782 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,199,782 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,560,775 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,314,602 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,314,602 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $73,153 | OtherAssetsBOYAmt |
| Other Assets EOY | $73,153 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $73,153 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,699,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,273,834 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,273,834 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,699,548 | UnrestrictedBOYAmt |
| Unrestricted EOY | $12,273,834 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,699,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,273,834 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,699,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,273,834 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,699,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,820,577 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,520,125 | SubtotalAmt |
| Other Decreases | $246,291 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,273,834 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| IMI PLC | P | 2011-03-08 | 2014-02-20 | $19 | $13 | $6 | $6 |
| 32,951 SHS EXPEDITORS INTL | D | 1996-07-25 | 2014-09-30 | $1,338,540 | $55,790 | $1,282,750 | $1,282,750 |
| 38,000 SHS EXPEDITORS INC | D | 1998-09-01 | 2014-10-23 | $1,553,940 | $153,421 | $1,400,519 | $1,400,519 |
| 10,000 SHS TJX | D | 2000-08-18 | 2014-11-19 | $620,643 | $43,300 | $577,343 | $577,343 |
| 50,000 US TREAS BILL | P | 2013-12-11 | 2014-02-19 | $49,993 | $49,993 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,260,618 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,977,784 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,091,234 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.178320 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $456,440 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,982,992 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041559 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $314,219 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,261,747 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043270 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $140,745 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,798,598 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029330 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $196,719 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,099,789 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047983 | DistributionYr5Rt |
| Total Distribution | 0.340462 | TotalDistributionRt |
| Average Distribution | 0.068092 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,661,100 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $725,936 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,220 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $759,156 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,750,167 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $33,220 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,220 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,220 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,475 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $63,985 | AppliedToEsTaxAmt |
| Total Payments And Credits | $66,460 | TotalPaymentsAndCreditsAmt |
| Overpayment | $33,240 | OverpaymentAmt |
| Applied To ES Tax | $33,240 | 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 | $111,403 | $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 | $10,023,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $726,517 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $73,152 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,823,452 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,823,452 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,352 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,661,100 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $533,055 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $533,055 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,220 | TotalTaxAmt |
| Distributable Before Adj | $499,835 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $499,835 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $499,835 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,750,167 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,750,167 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33,220 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,716,947 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $499,835 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,110,699 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,110,699 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,750,167 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $499,835 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,250,332 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,361,031 | 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 | $2,361,031 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,110,699 | ExcessFromYear1Amt |
| Excess From Current Year | $1,250,332 | 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 | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ALDEPHI UNIVERSITY | |||||||||
| 1 SOUTH AVENUE PO BOX 701 | GARDEN CITY | NY | 11530 | SUPPORT FOR "BABIES CAN'T WAIT" PROGRAM | $50,000 | ||||
| BRONX DEFENDERS | |||||||||
| 360 EAST 161 STREET | BRONX | NY | 10451 | RENEW SUPPORT HEALTHY MOTHERS, HEALTHY BABIES | $127,674 | ||||
| CENTER FOR FAMILY REPRESENTATION INC | |||||||||
| 40 WORTH STREET SUITE 605 | NEW YORK | NY | 10013 | FUNDING FOR DYADIC THERAPY AND CFR | $85,000 | ||||
| CHILD WELFARE ORGANIZING PROJECT | |||||||||
| 80 EAST 110TH STREET 1E | NEW YORK | NY | 10029 | GENERAL OPERATING SUPPORT | $50,000 | ||||
| FAMILY AND CHILDREN'S ASSOCIATION | |||||||||
| 100 EAST OLD COUNTRY ROAD | MINEOLA | NY | 11501 | HIRING COURT COORDINATOR FOR NASSAU CNTY | $5,000 | ||||
| FORESTDALE INC | |||||||||
| 63-75 112TH STREET | FOREST HILLS | NY | 11375 | ATTACHMENT AND BIOBEHAVIORAL CATCH-UP | $100,000 | ||||
| HARVARD UNIVERSITY | |||||||||
| PO BOX 415649 | BOSTON | MA | 02241 | SUPPORT CENTER FOR DEVELOPING CHILD | $100,000 | ||||
| MONTEFIORE MEDICAL CENTER | |||||||||
| 1 FORDHAM PLAZA | BRONX | NY | 10458 | RENEW OF HEALTHY STEPS PROGRAM SOUTH BRONX | $105,000 | ||||
| NEW ALTERNATIVES FOR CHILDREN INC | |||||||||
| 37 WEST 26TH STREET | NEW YORK | NY | 10010 | SUPPORT BUILDING BLOCKS PROGRAM | $100,000 | ||||
| NYU LANGONE MEDICAL CENTER | |||||||||
| 1 PARK AVENUE 17TH FL | NEW YORK | NY | 10016 | SUPPORT NYU & LESFU MENTAL HEALTH PROGRAMS | $170,738 | ||||
| RIVERDALE MENTAL HEALTH ASSOCIATION | |||||||||
| 5676 RIVERDALE AVENUE | BRONX | NY | 10471 | SUPPORT FOR CHANCES FOR CHILDREN | $50,000 | ||||
| ROOTS OF EMPATHY (RETURNED UNUSED AMOUNT) | |||||||||
| SUPPORT ROOTS OF EMPATHY IN NYC (PORTION OF FUNDS UNUSED FOR PURPOSE WERE RETURNED) | -$14,230 | 250 FERRAND STREET SUITE 800 | TORONTO | ONTARIO | CA | ||||
| SCO FAMILY SERVICES | |||||||||
| 1 ALEXANDER PLACE | GLEN COVE | NY | 11542 | SUPPORT BABY AND ME | $45,013 | ||||
| YALE UNIVERSITY | |||||||||
| 230 SOUTH FRONTAGE RD | NEW HAVEN | CT | 06519 | SUPPORT MINDING THE BABY PROGRAM | $40,000 | ||||
| YOUTH COMMUNICATIONS INC | |||||||||
| 224 WEST 29TH STREET 2ND FL | NEW YORK | NY | 10001 | SUPPORT "REPRESENT" | $50,000 | ||||
| CENTER FOR COURT INNOVATION | |||||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | TO DEVELOP BABY COURT IN BRONX | $30,000 | ||||
| CHILDRENS HEALTH FUND | |||||||||
| 215 WEST 125TH STREET | NEW YORK | NY | 10027 | SUPPORT DYADIC PSYCHOTHERAPY FOR CHILDREN 0-3 | $101,686 | ||||
| FUND FOR THE CITY OF NEW YORK | |||||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | SUPPORT RISE MAGAZINE | $30,000 | ||||
| GRAHAM WINDHAM | |||||||||
| 33 IRVING PLACE | NEW YORK | NY | 10003 | HIRE FULL TIME LCSW FOR BABY AND ME | $45,000 | ||||
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||||||
| 1231 LAFAYETTE AVENUE | NEW YORK | NY | 10474 | SUPPORT DYADIC THERAPY AT HPAC | $16,167 | ||||
| LITTLE SISTERS OF THE ASSUMPTION | |||||||||
| 333 EAST 115TH STREET | NEW YORK | NY | 10029 | TO HIRE A PART-TIME SOCIAL WORKER | $18,000 | ||||
| SAUTI YETU CENTER FOR AFRICAN WOMEN | |||||||||
| 2417 3RD AVENUE | BRONX | NY | 10451 | INITIATE PSYCHOTHERAPY FOR MOTHERS AND CHILDREN | $25,000 | ||||
| THE CHILDRENS AID SOCIETY | |||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | SUPPORT HIRING CLINICIAN | $50,000 | ||||
| THE NEW SCHOOL | |||||||||
| 72 FIFTH AVE | NEW YORK | NY | 10011 | SUPPORT FOR CHILD WELFARE WATCH | $80,000 | ||||
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||||||
| 184 ELDRIDGE STREET | NEW YORK | NY | 10002 | SUPPORT HIRING OF FULL TIME LCSW | $50,000 | ||||
| YSC FOUNDATION | |||||||||
| 235 MAIN STREET | HACKENSACK | NJ | 07601 | SUPPORT HIRE PT CLINICIAN | $27,389 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,537,437 | 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 | $61 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,684 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$11,730 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,015 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,015 | 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 Person | LEONARD ORR ELIZABETH BUCKNER | ContributorPersonNm |
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 | $3,524,858 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10,000 SHARES TJX COS NEW, | $636,650 | 2014-11-14 |
| 1 | 38,000 SHARES OF EXPEDITORS INTERNATIONAL | $1,546,790 | 2014-10-23 |
| 1 | 32,951 SHARES OF EXPEDITORS INTERNATIONAL | $1,341,418 | 2014-09-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $15,127 | Amt |
| Net Investment Income | $13,614 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,513 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,314,602 | EOYBookValueAmt |
| EOYFMV | $6,314,602 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,199,782 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,199,782 | 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 | $246,291 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $9,416 | $942 | $8,475 |
| OFFICE REPAIRS AND MAINTENANCE | $217 | $2 | $215 |
| NYS DEPARTMENT OF LAW NOTICE | $750 | $0 | $750 |
| WORKERS COMPENSATION INSURANCE | $935 | $0 | $935 |
| INVESTMENT ADVISORY FEES | $27,855 | $27,855 | $0 |
| MISCELLANEOUS FEES | $1,504 | $0 | $1,504 |
| INSURANCE | $4,937 | $0 | $4,937 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $8,931 | $0 | $8,931 |
| FEDERAL EXCISE TAXES | $3,800 | $0 | $0 |