C AND A JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- C AND A JOHNSON FAMILY FOUNDATION (EIN 47-4003028)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-12
- IRS object ID
- 202441039349101249
- Schema version
- 2023v5.0
- 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
- All Oth Prog Rltd Investments Sch
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-12T19:23:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 HOWARD ST STE 600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941052674 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474003028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C AND A JOHNSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAND | BusinessNameControlTxt |
| Phone | 6503123056 | 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 B JOHNSON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6503123056 | PhoneNum |
| Signature | 2024-04-06 | 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 | ROBERT D FARR | PreparerPersonNm |
| PTIN | P00602311 | PTIN |
| Phone | 4154985000 | PhoneNum |
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 | 2023 | 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 | $136,554,111 | 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 | $253 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $253 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,562,151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,562,151 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,562,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,562,404 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,637 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,318 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,318 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,860 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,860 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $100,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $128,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,208 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,670,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,670,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,798,767 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,684,458 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$236,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,548,196 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,488 | CashBOYAmt |
| Cash EOY | $22,449 | CashEOYAmt |
| Cash EOYFMV | $22,449 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,989,117 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,401,295 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,401,295 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $47,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $131,130,367 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,084,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,470,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $136,554,111 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,084,024 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,470,108 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,084,024 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,470,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,084,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,470,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,084,024 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$236,363 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,622,447 | OtherIncreasesAmt |
| Subtotal | $5,470,108 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,470,108 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77,120 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $77,120 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $77,120 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $87,000 | 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 | $87,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,880 | OverpaymentAmt |
| Applied To ES Tax | $9,880 | 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES B JOHNSON | IndividualWithBooksNm |
| Phone | 6503123056 | 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 | 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 (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 B JOHNSON | ||||||||
| 1220 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | TREASURER & CHAIRMAN / DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANN L JOHNSON | ||||||||
| 1220 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | PRESIDENT / DIRECTOR | 1.00 | $0 | $0 | $0 |
| PHIL SCATENA | ||||||||
| ONE FRANKLIN PARKWAY | SAN MATEO | CA | 94403 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GREG JOHNSON | ||||||||
| ONE FRANKLIN PARKWAY | SAN MATEO | CA | 94403 | OFFICER | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $120,297,940 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,787,206 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,085,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,085,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,876,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,208,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,160,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,160,443 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77,120 | TotalTaxAmt |
| Distributable Before Adj | $6,083,323 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,083,323 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,083,323 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,684,458 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,684,458 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,083,323 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $220,164 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,886,999 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,509,233 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,616,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,684,458 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,684,458 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $398,865 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $398,865 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,217,531 | 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 | $4,217,531 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,708,298 | ExcessFromYear3Amt |
| Excess From Year2 | $2,509,233 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES B JOHNSON | ContributingManagerNm |
| Contributing Manager | ANN L JOHNSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES B JOHNSON TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 SOUTH OCEAN BOULEVARD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6503123056 | RecipientPhoneNum |
| Form And Info And Materials | GRANT REQUESTS SHOULD BE MADE IN WRITING TO THE ADDRESS ABOVE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GIFTS ARE MADE PURSUANT TO TRUST INSTRUMENTS AND IN THE DISCRETION OF THE TRUSTEE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALLIANCE TO PROTECT NANTUCKET SOUND INC | |||||||
| 4 BARNSTABLE RD | HYANNIS | MA | 02601 | PC | CHARITABLE SUPPORT | $10,000 | |
| AMERICAN CORNERSTONE INSTITUTE INC | |||||||
| 50 F STREET NW SUITE 350 | WASHINGTON | DC | 20001 | PC | CHARITABLE SUPPORT | $25,000 | |
| AMERICAN FEDERATION FOR CHILDRENGROWTHFND | |||||||
| 1020 19TH STREET NW SUITE 675 | WASHINGTON | DC | 20036 | PC | CHARITABLE SUPPORT | $30,000 | |
| ARCHBISHOP RIORDAN HIGH SCHOOL | |||||||
| 175 FRIDA KAHLO WAY | SAN FRANCISCO | CA | 94112 | PC | CHARITABLE SUPPORT | $30,000 | |
| ATLAS ECONOMIC RESEARCH FOUNDATION | |||||||
| 2 LIBERTY CENTER 4075 WILSON BLVD | ARLINGTON | VA | 22203 | PC | CHARITABLE SUPPORT | $50,000 | STE 310 |
| ATLAS ECONOMIC RESEARCH FOUNDATION | |||||||
| 2 LIBERTY CENTER 4075 WILSON BLVD | ARLINGTON | VA | 22203 | PC | CHARITABLE SUPPORT | $10,000 | STE 310 |
| BATH&TENNIS HISTORIC BLDGPRESERVATIONFDTN | |||||||
| 1170 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | PC | CHARITABLE SUPPORT | $10,000 | |
| CARMEL IDEAS FOUNDATION | |||||||
| PO BOX 2424 | CARMEL | CA | 93921 | PC | CHARITABLE SUPPORT | $5,000 | |
| CHILD RESCUE COALITION INC | |||||||
| 4530 CONFERENCE WAY S | BOCA RATON | FL | 33431 | PC | CHARITABLE SUPPORT | $5,000 | |
| CHURCH OF CHRIST IN EASTWOOD EL PASO TX | |||||||
| 10104 ALBUM AVENUE | EL PASO | TX | 79925 | PC | CHARITABLE SUPPORT | $50,000 | |
| CITY TEAM MINISTRIES | |||||||
| DONATION PROCESSING 2306 ZANKER RD | SAN JOSE | CA | 95131 | PC | CHARITABLE SUPPORT | $12,000 | |
| COMMON SENSE SOCIETY | |||||||
| 1455 PENNSYLVANIA AVE NW STE 400 | WASHINGTON | DC | 20004 | PC | CHARITABLE SUPPORT | $25,000 | |
| COMMON SENSE SOCIETY | |||||||
| 1455 PENNSYLVANIA AVE NW STE 400 | WASHINGTON | DC | 20004 | PC | CHARITABLE SUPPORT | $25,000 | |
| DOUGHBOY FOUNDATION | |||||||
| PO BOX 17586 | ARLINGTON | VA | 22216 | PC | CHARITABLE SUPPORT | $25,000 | |
| EASTSIDE COLLEGE PREP | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | PC | CHARITABLE SUPPORT | $30,000 | |
| EDWARD M KENNEDY INST FOR US SENATE INC | |||||||
| COLUMBIA POINT 210 MORRISSEY BLVD | BOSTON | MA | 02125 | PC | CHARITABLE SUPPORT | $100,000 | |
| EGAN MARITIME INSTITUTE | |||||||
| PO BOX 2923 | NANTUCKET | MA | 02584 | POF | CHARITABLE SUPPORT | $25,000 | |
| FOUNDATION FOR TEACHING ECONOMICS | |||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | PC | CHARITABLE SUPPORT | $10,000 | |
| FREE TO CHOOSE NETWORK | |||||||
| 2002 FILMORE AVENUE | ERIE | PA | 16506 | PC | CHARITABLE SUPPORT | $25,000 | |
| FREEDOM FOUNDATION | |||||||
| 260 RUSSELL BLVD STE B | DAVIS | CA | 95616 | PC | CHARITABLE SUPPORT | $5,000 | |
| FRESH LIFELINES FOR YOUTH | |||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | PC | CHARITABLE SUPPORT | $5,000 | |
| GIANT COMMUNITY FUND | |||||||
| 24 WILLIE MAYS PLAZA | SAN FRANCISCO | CA | 94107 | PC | CHARITABLE SUPPORT | $25,000 | |
| GOLDEN GATE PARK GOLF DEVELOPMENT FDTN | |||||||
| 99 HARDING ROAD | SAN FRANCISCO | CA | 94132 | PC | CHARITABLE SUPPORT | $100,000 | |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | PC | CHARITABLE SUPPORT | $5,000 | |
| HEALING HANDS INTERNATIONAL INC | |||||||
| 455 MCNALLY DRIVE | NASHVILLE | TN | 37211 | PC | CHARITABLE SUPPORT | $90,000 | |
| HELP ONE CHILD MISSION TO CHILDREN ATRISK | |||||||
| 858 UNIVERSITY AVE | LOS ALTOS | CA | 94024 | PC | CHARITABLE SUPPORT | $5,000 | |
| INDEPENDENT INSTITUTE | |||||||
| 100 SWAN WAY | OAKLAND | CA | 94501 | PC | CHARITABLE SUPPORT | $25,000 | |
| INSTITUTE FOR HUMANE STUDIES | |||||||
| 3434 WASHINGTON BLVD MS 1C5 | ARLINGTON | VA | 22201 | PC | CHARITABLE SUPPORT | $10,000 | |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | PC | CHARITABLE SUPPORT | $5,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 600 NORTH WOLFE STREET CMSC 130 | BALTIMORE | MD | 21287 | PC | CHARITABLE SUPPORT | $25,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 6225 SMITH AVENUE | BALTIMORE | MD | 21209 | PC | CHARITABLE SUPPORT | $10,000 | |
| JUDICIAL WATCH INC | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | PC | CHARITABLE SUPPORT | $25,000 | |
| JUDICIAL WATCH INC | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | PC | CHARITABLE SUPPORT | $25,000 | |
| KELSEY | |||||||
| 1161 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | CHARITABLE SUPPORT | $50,000 | |
| LAW ENFORCEMENT LEGAL DEFENSE FUND | |||||||
| 2560 HUNTLNGON AVE SUITE 203 | ALEXANDRIA | VA | 22303 | PC | CHARITABLE SUPPORT | $10,000 | |
| LEGACY FOUNDATION | |||||||
| 26 SAGEWOOD STREET | CHARLES TOWN | WV | 25414 | PF | CHARITABLE SUPPORT | $10,000 | |
| LIFE MOVES | |||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | PC | CHARITABLE SUPPORT | $50,000 | |
| LITTLE SISTERS OF THE POOR HOME FOR AGED | |||||||
| 300 LAKE STREET | SAN FRANCISCO | CA | 94118 | PC | CHARITABLE SUPPORT | $30,000 | |
| LRONDOG K9 INTERNATIONAL | |||||||
| 110 RIVERBEND DR | MCDONOUGH | GA | 30252 | PC | CHARITABLE SUPPORT | $5,000 | |
| LUMIND RESEARCH DOWN SYNDROM FOUNDATION | |||||||
| 225 CEDAR HILL STREET SUITE 200 | MARLBOROUGH | MA | 01752 | PC | CHARITABLE SUPPORT | $5,000 | |
| MACULAR DEGENERATION ASSOCIATION | |||||||
| PO BOX 96162 | WASHINGTON | DC | 20090 | PC | CHARITABLE SUPPORT | $3,375 | |
| MACULAR DEGENERATION ASSOCIATION | |||||||
| PO BOX 96162 | WASHINGTON | DC | 20090 | PC | CHARITABLE SUPPORT | $3,375 | |
| MADE IN THE STREETS | |||||||
| 409 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | PC | CHARITABLE SUPPORT | $60,000 | |
| MADE IN THE STREETS | |||||||
| 409 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | PC | CHARITABLE SUPPORT | $120,000 | |
| MANHATTAN INSTITUTE POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | PC | CHARITABLE SUPPORT | $2,000 | |
| MAYO CLINIC | |||||||
| 13400 EAST SHEA BLVD | SCOTTSDALE | AZ | 85259 | PC | CHARITABLE SUPPORT 100,000 SHARES OF BEN DISTRIBUTED TO MAYO CLINIC ON 9/19/2023.BOOK VALUE OF $1,053 BASED ON HISTORICAL COST.FMV OF $2,623,500 BASED ON MARKET PRICE ON CONTRIBUTION. | $2,623,500 | |
| MEDICAL AMBASSADORS INTERNATIONAL | |||||||
| PO BOX 1302 | SALIDA | CA | 95368 | PC | CHARITABLE SUPPORT | $10,000 | |
| MORY'S PRESERVATION INC | |||||||
| 306 YORK STREET | NEW HAVEN | CT | 06511 | PC | CHARITABLE SUPPORT | $100,000 | |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | PC | CHARITABLE SUPPORT | $10,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 2600 VIRGINIA AVE NW SUITE 1100 | WASHINGTON | DC | 20077 | PC | CHARITABLE SUPPORT | $25,000 | |
| NEW ENGLAND ANIMAL SANCTUARY INC | |||||||
| 61 GROVEVILLE RD | BUXTON | ME | 04093 | PC | CHARITABLE SUPPORT | $25,000 | |
| NEW ENGLAND ANIMAL SANCTUARY INC | |||||||
| 61 GROVEVILLE RD | BUXTON | ME | 04093 | PC | CHARITABLE SUPPORT | $25,000 | |
| NEW ENGLAND ANIMAL SANCTUARY INC | |||||||
| 61 GROVEVILLE RD | BUXTON | ME | 04093 | PC | CHARITABLE SUPPORT | $100,000 | |
| NEW YORK UNIVERSITY | |||||||
| 547 LAGUARDIA PL | NEW YORK | NY | 10012 | PC | CHARITABLE SUPPORT | $25,000 | |
| PACIFIC LEGAL FOUNDATION | |||||||
| 555 CAPITAL NALL SUITE 1290 | SACR MENTO | CA | 95814 | PC | CHARITABLE SUPPORT | $10,000 | |
| PACIFIC RESEARCH INSTITUTE | |||||||
| PO BOX 60485 | PASADENA | CA | 91116 | PC | CHARITABLE SUPPORT | $10,000 | |
| PALM BEACH SYMPHONY | |||||||
| 44 COCOANUT ROW M207B | PALM BEACH | FL | 33480 | PC | CHARITABLE SUPPORT | $25,000 | |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE OF PB | |||||||
| 3100/3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | PC | CHARITABLE SUPPORT | $50,000 | |
| PENINSULA BIBLE CHURCH | |||||||
| 3505 MIDDLEFIELD ROAD | PALO ALTO | CA | 94303 | PC | CHARITABLE SUPPORT | $22,000 | |
| PRESERVATION FOUNDATION OF PALM BEACH | |||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | PC | CHARITABLE SUPPORT | $25,000 | |
| REDEEMER LUTHERAN CHURCH AND SCHOOL | |||||||
| 468 GRAND STREET | REDWOOD CITY | CA | 94062 | PC | CHARITABLE SUPPORT | $12,000 | |
| REDWOOD CHURCH | |||||||
| 901 MADISON STREET | REDWOOD CITY | CA | 94061 | PC | CHARITABLE SUPPORT | $90,000 | |
| SCALA FOUNDATION | |||||||
| 13 EDGEHILL STREET | PRINCETON | NJ | 08540 | PC | CHARITABLE SUPPORT | $55,000 | |
| SCHOLARLEADERS INTERNATIONAL | |||||||
| 27850 IRMA LEE CIRCLE | LAKE FOREST | IL | 60045 | PC | CHARITABLE SUPPORT | $5,000 | |
| SEMPER FI & AMERICAS FUND | |||||||
| 825 COLLEGE BLVD STE 102 PMB 609 | OCEANSIDE | CA | 92057 | PC | CHARITABLE SUPPORT | $10,000 | |
| STATE POLICY NETWORK | |||||||
| 1655 NORTH FORT MYER DRIVE SUITE | ARLINGTON | VA | 22209 | PC | CHARITABLE SUPPORT | $15,000 | 360 |
| STREET LIFE MINISTRIES | |||||||
| 901 MADISON AVENUE | REDWOOD CITY | CA | 94061 | PC | CHARITABLE SUPPORT | $32,000 | |
| THORNE ECOLOGICAL INSTITUTE | |||||||
| PO BOX 19107 | BOULDER | CO | 80308 | PC | CHARITABLE SUPPORT | $50,000 | |
| THORNE ECOLOGICAL INSTITUTE | |||||||
| PO BOX 19107 | BOULDER | CO | 80308 | PC | CHARITABLE SUPPORT | $15,000 | |
| TURNING POINT USA | |||||||
| 217 1/2 ILLINOIS STREET | LEMONT | IL | 60439 | PC | CHARITABLE SUPPORT | $1,000,000 | |
| UCSF BENIOFF CHILDREN'S HOSPITALS FDTN | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | PC | CHARITABLE SUPPORT | $28,000 | |
| WEST BAY OPERA | |||||||
| 2114 CLINTON AVE APT C | ALAMEDA | CA | 94501 | PC | CHARITABLE SUPPORT | $25,000 | |
| WORLD VISION | |||||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | SOUNK | CHARITABLE SUPPORT | $22,000 | |
| WYCLIFFE BIBLE TRANSLATORS | |||||||
| P 0 BOX 620368 | ORLANDO | FL | 32862 | PC | CHARITABLE SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,670,250 | 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 | $253 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,562,151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,562,404 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,562,404 | 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 | TAX PREPARATION FEES - PWC US TAX LLP | CategoryTxt |
| Amt | $11,720 | Amt |
| Net Investment Income | $5,860 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,860 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DELAWARE DOES NOT REQUIRE THAT NONPROFITS FORMED UNDER DELAWARE LAW REGISTER WITH AND FILE SEPARATE ANNUAL FINANCIAL REPORTS WITH THE ATTORNEY GENERAL. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 4,401,825 SHARES OF FRANKLIN RESOURCES INC | StockNm |
| EOY Book Value | $46,364 | EOYBookValueAmt |
| EOYFMV | $131,130,367 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - CARTER LAYARD & MILBUM LP | CategoryTxt |
| Legal Fees | $16,637 | LegalFeesAmt |
| Net Investment Income | $8,318 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,318 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES CONTRIBUTED BY THE FOUNDATION | Desc |
| Amt | $2,622,447 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 2023 ESTIMATED PAYMENT | $100,075 | $0 | $0 | $0 |
| OTHER TAXES | $25 | $0 | $0 | $0 |
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