CDR JOHNSON FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CDR JOHNSON FAMILY FOUNDATION INC (EIN 83-2805192)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-02-08
- IRS object ID
- 202430399349100333
- Schema version
- 2022v5.0
- 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
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-08T18:29:08-06:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 BOHANNON DRIVE SUITE 250 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940251021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832805192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CDR JOHNSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CDRJ | BusinessNameControlTxt |
| Phone | 6503122562 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 SOUTH OCEAN BOULEVARD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES R JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503122562 | PhoneNum |
| Signature | 2024-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELENA P SEREBRIAKOVA | PreparerPersonNm |
| PTIN | P01382840 | PTIN |
| Phone | 6508556800 | PhoneNum |
| Preparation | 2024-02-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,784,556 | 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 |
| Interest On Sav Rev And Expnss | $102 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $102 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,138,066 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,138,066 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,138,168 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,138,168 | 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 |
| Legal Fees Rev And Expnss | $25,222 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,106 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,053 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,053 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,053 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,138 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,063,252 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,709,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,120,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,053 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,716,638 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,982,497 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,131,115 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,070,866 | CashBOYAmt |
| Cash EOY | $99,909 | CashEOYAmt |
| Cash EOYFMV | $99,909 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $150,127 | SavAndTempCashInvstBOYAmt |
| Rcvbl From Officers BOY | $700 | RcvblFromOfficersBOYAmt |
| Corporate Stock BOY | $26,729,555 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,868,842 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,684,647 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $27,951,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,968,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,784,556 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $27,951,248 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,968,751 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,951,248 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,968,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,951,248 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,968,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,951,248 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,982,497 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,968,751 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,968,751 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,722 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,722 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,722 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,103 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,103 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,381 | OverpaymentAmt |
| Applied To ES Tax | $2,381 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASSIE SAPIRO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6502120330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 SOUTH OCEAN BOULEVARD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES R JOHNSON | ||||||||
| 1220 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| GREGORY E JOHNSON | ||||||||
| 1220 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| DANE E JOHNSON | ||||||||
| 1220 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REESE J JOHNSON | ||||||||
| 1220 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | DIRECTOR | 1.00 | $0 | $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 | $24,384,330 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $586,598 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,970,928 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,970,928 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $374,564 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,596,364 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,229,818 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,229,818 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,722 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,722 | TotalTaxAmt |
| Distributable Before Adj | $1,214,096 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,214,096 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,214,096 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,716,638 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,716,638 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,214,096 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,400,383 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,716,638 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,400,383 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $316,255 | 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 | $897,841 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALS THERAPY DEVELOPMENT INSTITUTE | ||||||||
| 480 ARSENAL ST | WATERTOWN | MA | 02472 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| GOLDEN GATE UNIVERSITY | ||||||||
| 536 MISSION STREET SUITE 4306 | SAN FRANCISCO | CA | 94105 | NONE | PC | BUSINESS SCHOOL | $10,000 | |
| FESTIVAL NAPA | ||||||||
| PO BOX 6221 | NAPA | CA | 94581 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| CURRIKI | ||||||||
| 20660 STEVENS CREEK BLVD 332 | CUPERTINO | CA | 95014 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| UCSF FOUNDATION | ||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PC | UCSF OSHER CENTER FOR INTEGRATIVE HEALTH | $10,000 | |
| SILICON VALLEY DEFENSE GROUP | ||||||||
| 2309 NORIEGA ST SUITE 1007 | SAN FRANCISCO | CA | 94122 | NONE | PC | GENERAL SUPPORT | $85,000 | |
| SUMMER SEARCH | ||||||||
| 360 22ND STREET SUITE 305 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BABY QUEST FOUNDATION | ||||||||
| 149 S BARRINGTON AVE 112 | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HILLSBOROUGH BEAUTIFICATION FOUNDATION | ||||||||
| 1600 FLORIBUNDA AVE | HILLSBOROUGH | CA | 94010 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| SANTA FE COMMUNITY FOUNDATION | ||||||||
| 1 AGUA DULCE | SANTA FE | NM | 87506 | NONE | PC | LAS CAMPANAS COMMUNITY FUND | $10,000 | |
| SF BALLET | ||||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HEARTMATH | ||||||||
| 14700 WEST PARK AVE | BOULDER CREEK | CA | 95006 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| INSTITUTE OF NOETIC SCIENCE | ||||||||
| 7250 REDWOOD BLVD STE 208 | NOVATO | CA | 94945 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SF FOOD BANK | ||||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| CENTER FOR A NEW AMERICAN SECURITY | ||||||||
| 1152 15TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ASIAN ART MUSEUM | ||||||||
| 200 LARKIN STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| UNIVERSAL GIVING | ||||||||
| PO BOX 1012 | MENLO PARK | CA | 940261012 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SF BALLET | ||||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| PO BOX 849168 | BOSTON | MA | 022849168 | NONE | PC | PANCREATIC CANCER | $25,000 | |
| NARCONON LOUISIANA NEW LIFE RETREAT | ||||||||
| 35059 BEND RD | DENHAM SPRINGS | LA | 70706 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| WALLY KELLY FOUNDATION | ||||||||
| 4625 N 66TH ST UNIT 23 | SCOTTSDALE | AZ | 85251 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| JUMPSTART FOR YOUNG CHILDREN | ||||||||
| 308 CONGRESS STREET 6TH FLOOR | BOSTON | MA | 02210 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SANTA FE OPERA | ||||||||
| 301 OPERA DRIVE | SANTA FE | NM | 875062823 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MILLS PENINSULA HOSPITAL FOUNDATION | ||||||||
| 1501 TROUSDALE DRIVE | BURLINGAME | CA | 94010 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MPN RESEARCH FOUNDATION | ||||||||
| 180 N MICHIGAN AVENUE SUITE 1870 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CHP 11-99 FOUNDATION | ||||||||
| 3188 AIRWAY AVENUE SUITE C | COSTA MESA | CA | 92626 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THE GUARDSMEN | ||||||||
| 1016 LINCOLN BLVD STE 205 | SAN FRANCISCO | CA | 94129 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NEXUS | ||||||||
| 5101 SANTA MONICA BLVD STE 8 PMB | LOS ANGELES | CA | 90029 | NONE | PC | GENERAL SUPPORT | $7,500 | 137 |
| DRESSED FOR SUCCESS SAN FRANCISCO | ||||||||
| 500 SUTTER STREET SUITE 218 | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| PO BOX 849168 | BOSTON | MA | 022849168 | NONE | PC | EMILY LOWES DANA-FARBER MARATHON CHALLENGE | $10,000 | |
| SF SPCA | ||||||||
| 201 ALABAMA STREET | SAN FRANCISCO | CA | 941034213 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NAPA VALLEY FESTIVAL | ||||||||
| PO BOX 6221 | NAPA | CA | 94581 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CITY YOUTH NOW | ||||||||
| 375 WOODSIDE AVE | SAN FRANCISCO | CA | 94127 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MCLEAN HOSPITAL | ||||||||
| 115 MILL STREET MAIL STOP 126 | BELMONT | MA | 02478 | NONE | PC | AES RESEARCH STUDY | $35,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA | ||||||||
| 3003 OAK RD SUITE 130 | WALNUT CREEK | CA | 94597 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| COMMON SPIRIT | ||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | NONE | PC | PARTNER WITH THE PANCREATIC & ADDICTION SECTION OF THE PRESENTATION | $50,000 | |
| RONALD MCDONALD HOUSE CHARITIES BAY AREA | ||||||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 94304 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| ALL STARS HELPING KIDS | ||||||||
| 4675 STEVENS CREEK BLVD SUITE 125 | SANTA CLARA | CA | 95051 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CATHEDRAL SCHOOL FOR BOYS | ||||||||
| 1275 SACRAMENTO STREET | SAN FRANCISCO | CA | 94108 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BAY SCHOOL | ||||||||
| 35 KEYES AVENUE THE PRESIDIO | SAN FRANCISCO | CA | 94129 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NATIONAL PHILANTHROPIC TRUST | ||||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19406 | NONE | PC | BEAUTIFUL BOY | $5,000 | |
| LIFE MOVES | ||||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| PLAYERS PHILANTHROPY FUND | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | NONE | PC | THE L.E.E. WAY FOUNDATION | $15,000 | |
| QUINN COOK FOUNDATION | ||||||||
| PO BOX 1053 | LANHAM | MD | 20703 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HOWELL CONSERVATION FUND | ||||||||
| 1450 W PEACHTREE ST NW 200 PMB | ATLANTA | GA | 30309 | NONE | PC | GENERAL SUPPORT | $25,000 | 23298 |
| STATE FINANCIAL OFFICERS FOUNDATION | ||||||||
| PO BOX 9584 | MISSION | KS | 66201 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SF SPCA | ||||||||
| PO BOX 410490 | SAN FRANCISCO | CA | 941410490 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE BATTERY | ||||||||
| 717 BATTERY | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| CULINARY INSTITUTE OF AMERICA | ||||||||
| 1946 CAMPUS DRIVE | HYDE PARK | NY | 12538 | NONE | PC | 10 SCHOLARSHIPS | $50,000 | |
| COLLABORATIVE SUPPORT SERVICES | ||||||||
| PO BOX 61676 | HONOLULU | HI | 96839 | NONE | PC | CHEF HUI FEED THE PEOPLE MAUI | $25,000 | |
| FAMILY LIFE CENTER | ||||||||
| 95 S KANE STREET | KAHULUI | HI | 96732 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 94304 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| UCSF FOUNDATION | ||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 941450339 | NONE | PC | THE CONCERT FOR UCSF BENIOFF CHILDRENS HOSPITALS | $25,000 | |
| CREATIVE VISIONS | ||||||||
| 18820 PACIFIC COAST HWY STE 201 | MALIBU | CA | 90265 | NONE | PC | VBFC FOUNDATION | $25,000 | |
| SALVATION ARMY | ||||||||
| 832 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NARCONON LOUISIANA NEW LIFE RETREAT | ||||||||
| 35059 BEND RD | DENHAM SPRINGS | LA | 70706 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| WATCH DUTY | ||||||||
| 422 LARKFIELD CENTER 423 | SANTA ROSA | CA | 95403 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| FESTIVAL NAPA VALLEY | ||||||||
| PO BOX 6221 | NAPA | CA | 94581 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SF SPCA | ||||||||
| 201 ALABAMA STREET | SAN FRANCISCO | CA | 941034213 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CAMINAR | ||||||||
| 411 BOREL AVE STE 101 | SAN MATEO | CA | 94402 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SILICON VALLEY DEFENSE | ||||||||
| 2309 NORIEGA ST SUITE 1007 | SAN FRANCISCO | CA | 94122 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CATHEDRAL SCHOOL FOR BOYS | ||||||||
| 1275 SACRAMENTO STREET | SAN FRANCISCO | CA | 94108 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| BAY SCHOOL | ||||||||
| 35 KEYES AVENUE THE PRESIDIO | SAN FRANCISCO | CA | 94129 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| CENTER FOR A NEW AMERICAN SECURITY | ||||||||
| 1152 15TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| DRESSED FOR SUCCESS SAN FRANCISCO | ||||||||
| 500 SUTTER STREET SUITE 218 | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CITY YOUTH NOW | ||||||||
| 375 WOODSIDE AVE | SAN FRANCISCO | CA | 94127 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| MARSOC DBA MARINE RAIDER FOUNDATION | ||||||||
| PO BOX 977 | FISHERS | IN | 46038 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ASIAN ART MUSEUM | ||||||||
| 200 LARKIN STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| YMCA OF SAN FRANCISCO | ||||||||
| 169 STEUART STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| STAND TOGETHER VENTURES | ||||||||
| PO BOX 45913 | BALTIMORE | MD | 21297 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| CE JOHNSON FOUNDATION | ||||||||
| 3531 PINOT NOIR DR | RENO | NV | 89509 | NONE | PF | ENDOWMENT | $5,353,752 | |
| MARCH OF DIMES | ||||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| EVER FORWARD - SIEMPRE ADELANTE | ||||||||
| 1714 FRANKLIN STREET 100-337 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| YOUTH SPEAKS | ||||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,063,252 | 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 | $102 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,138,066 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,138,168 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,138,168 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,106 | Amt |
| Net Investment Income | $7,053 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,053 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CE JOHNSON FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3531 PINOT NOIR DR | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-04-25 | GrantDt |
| Grant | $5,353,752 | GrantAmt |
| Purpose Of Grant | ENDOWMENT GRANT | PurposeOfGrantTxt |
| Expended By Grantee | $333,837 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 1/3/24 | DatesOfReportsByGranteeTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ATTORNEY GENERAL OF DELAWARE DOES NOT REQUIRE A COPY OF 990-PF. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FRANKLIN RESOURCES, INC. | StockNm |
| EOY Book Value | $21,868,842 | EOYBookValueAmt |
| EOYFMV | $19,684,647 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25,222 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEE | Desc |
| Revenue And Expenses Per Books | $85 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $85 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $18,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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