ROBERT K JOHNSON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT K JOHNSON FOUNDATION (EIN 20-6981384)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-02
- IRS object ID
- 201421839349100702
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-02T09:56:59-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421574197 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPPICCILLE & COMPANY LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 WEST MT PLEASANT AVENUE | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206981384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT K JOHNSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 9739949122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CAPPICCILLE615 W MT PLEASANT | AddressLine1 |
| Address Line2 | AVE | AddressLine2 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT K JOHNSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9739949122 | PhoneNum |
| Signature | 2014-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA M STEFANELLI | PreparerPersonNm |
| PTIN | P00849568 | PTIN |
| Phone | 9739949122 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,494,600 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $97,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,432 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $97,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,450 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,119 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,299 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $181,258 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $181,258 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $192,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,450 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,992 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $4,641,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,633,821 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,494,600 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,650,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,633,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,494,600 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $85,350 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,350 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,650,092 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,548,471 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,650,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,548,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,650,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,633,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,650,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,107 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,554,985 | SubtotalAmt |
| Other Decreases | $6,514 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,548,471 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $18 | GrossSalesPriceAmt |
| Gain Or Loss | $18 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $186,853 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,625,656 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051536 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $189,018 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,777,985 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050031 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $182,615 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,825,493 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047736 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $229,344 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,702,390 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061945 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $224,748 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,614,086 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048709 | DistributionYr5Rt |
| Total Distribution | 0.259957 | TotalDistributionRt |
| Average Distribution | 0.051991 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,679,363 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $243,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $975 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $244,260 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $181,258 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,949 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,949 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,103 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,103 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,154 | OverpaymentAmt |
| Applied To ES Tax | $2,154 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | CAPPICCILLE COMPANY | IndividualWithBooksNm |
| Phone | 9739949122 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 WMTPLEASANT AVE | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT K JOHNSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 COLLETON AVENUE SE | AddressLine1 |
| City | AIKEN | City |
| State | SC | State |
| ZIP Code | 29801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $4,703,921 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,701 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,750,622 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,750,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,679,363 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,968 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,949 | TotalTaxAmt |
| Distributable Before Adj | $232,019 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $232,019 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $232,019 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,258 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $181,258 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $181,258 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,019 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $180,258 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $181,258 | QualifyingDistributionsAmt |
| Applied To Year1 | $180,258 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $231,019 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT K JOHNSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIKEN SPCA | |||||||
| 401 WIRE ROAD | AIKEN | SC | 29801 | NONE | N/A | GENERAL | $8,258 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 33 WEST 60TH STREET FL 7 | NEW YORK | NY | 10133 | NONE | N/A | GENERAL | $15,000 |
| DUTCHESS LAND CONSERVACY | |||||||
| 2908 ROUTE 44 | MILLBROOK | NY | 12545 | NONE | N/A | GENERAL | $15,000 |
| HITCHCOOK WOODS FOUNDATION | |||||||
| PO BOX 1702 | AIKEN | SC | 29802 | NONE | N/A | GENERAL | $15,000 |
| LAFAYETTE COLLEGE | |||||||
| 307 MARKLE HALL | EASTON | PA | 18042 | NONE | N/A | GENERAL | $15,000 |
| THE CENTRAL PARK CONSERVACY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | N/A | GENERAL | $15,000 |
| THE FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | N/A | GENERAL | $25,000 |
| THE METROPOLITAN OPERA | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | N/A | GENERAL | $25,000 |
| THE MILLBROOK SCHOOL | |||||||
| 131 MILLBROOK SCHOOL ROAD | MILLBROOK | NY | 12545 | NONE | N/A | GENERAL | $15,000 |
| THE NATURE CONSERVANCY | |||||||
| 159 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | N/A | GENERAL | $15,000 |
| THE TRUSTEES OF RESERVATION | |||||||
| 1100-D MAIN ROAD | WESTPORT | MA | 02790 | NONE | N/A | GENERAL | $15,000 |
| TALL TIMBERS RESEARCH | |||||||
| 13093 HENRY BEADEL DRIVE | TALLAHASSEE | FL | 32312 | NONE | N/A | GENERAL | $1,000 |
| LONG LEAF ALLIANCE | |||||||
| 12130 DIXON CENTER ROAD | ANDALUSIA | AL | 36420 | NONE | N/A | GENERAL | $1,000 |
| FRIEND MEMORIAL PUBLIC LIBRARY | |||||||
| 1 REACH ROAD | BROOKLIN | ME | 04616 | NONE | N/A | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $181,258 | 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 | $97,432 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $97,450 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,450 | 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 | WIRE & INVESTMENT FEES | CategoryTxt |
| Amt | $180 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $4,633,821 | EOYBookValueAmt |
| EOYFMV | $5,494,600 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COVANTA HLDG RETURN OF CAPITAL | Description |
| Amount | $6,514 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN ACCOUNT PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $85,350 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NY STATE FILING FEE | $250 | $0 | $0 |
| FOREIGN TAXES | $9,769 | $0 | $0 |
| FEDERAL EXCISE TAX | $1,100 | $0 | $0 |