JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JOHNSON FAMILY FOUNDATION (EIN 14-2009730)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202501359349105505
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T19:19:36-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN830740746PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAIZEN ACCOUNTING AND VALUATION LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16785 WEAVER RD SUITE 1BAddressLine1Txt
CityROCKFORDCityNm
State AbbreviationILStateAbbreviationCd
ZIP61114ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN142009730EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHNSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone8158775641PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 NW 4TH AVE APT 500AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENNIS W JOHNSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8158775641PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL ODLINGPreparerPersonNm
PTINP00736959PTIN
Phone8153296150PhoneNum
Preparation2025-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,137FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$34InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$34InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,212DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,212DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,212DividendsAdjNetIncmAmt
Total Rev And Expnss$1,246TotalRevAndExpnssAmt
Total Net Invst Incm$1,246TotalNetInvstIncmAmt
Total Adj Net Incm$1,246TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,125AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,125AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$500OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,640TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,640TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,140TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,640TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,894ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,246AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,650CashBOYAmt
Cash EOY$26,137CashEOYAmt
Cash EOYFMV$26,137CashEOYFMVAmt
Corporate Stock BOY$25,603CorporateStockBOYAmt
Corporate Stock EOY$210,460CorporateStockEOYAmt
Other Investments BOY$101,890OtherInvestmentsBOYAmt
Total Assets BOY$144,143TotalAssetsBOYAmt
Total Assets EOY$236,597TotalAssetsEOYAmt
Total Assets EOYFMV$26,137TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$144,143RetainedEarningBOYAmt
Retained Earning EOY$236,597RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$144,143TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$236,597TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$144,143TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$236,597TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$144,143TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,894ExcessRevenueOverExpensesAmt
Other Increases$108,348OtherIncreasesAmt
Subtotal$236,597SubtotalAmt
Tot Net Ast Or Fund Balances EOY$236,597TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDENNIS W JOHNSONIndividualWithBooksNm
Phone8158775641PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1555 NW 4TH AVE APT 500AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DENNIS W JOHNSON
555 NW 4TH AVE APT 500BOCA RATONFL33432PRESIDENT000.00$0$0$0
EVELYN J JOHNSON
555 NW 4TH AVE APT 500BOCA RATONFL33432SECRETARY000.00$0$0$0
TONYA MEISTER
1837 HIDEAWAY PLACECORONACA92881DIRECTOR000.00$0$0$0
CARY JOHNSON
8075 SLATER DRIVEROCKFORDIL61108DIRECTOR000.00$0$0$0
RYNN JOHNSON
897 OLSON SPRING CLOSEBELVIDEREIL61008DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$118,031AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,394AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$139,425TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$139,425AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,137CashDeemedCharitableAmt
Net Vl Noncharitable Assets$113,288NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,664MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,664MinimumInvestmentReturnAmt
Distributable Before Adj$5,664DistributableBeforeAdjAmt
Distributable Before Ded$5,664DistributableBeforeDedAmt
Distributable As Adjusted$5,664DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,500ExpensesAndContributionsAmt
Qualifying Distributions$15,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,664DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$25,322ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$20,294ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,419ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,172ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,636ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$96,843TotalExcessDistributionCyovAmt
Qualifying Distributions$15,500QualifyingDistributionsAmt
Applied To Current Year$5,664AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,836RemainingDistriFromCorpusAmt
Total Corpus$106,679TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$25,322ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$81,357ExcessDistriCyovToNextYrAmt
Excess From Year4$20,294ExcessFromYear4Amt
Excess From Year3$12,419ExcessFromYear3Amt
Excess From Year2$18,172ExcessFromYear2Amt
Excess From Year1$20,636ExcessFromYear1Amt
Excess From Current Year$9,836ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDENNIS W JOHNSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1555 NW 4TH AVE APT 500AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8152317300RecipientPhoneNum
Form And Info And MaterialsINITIAL INQUIRY SHOULD BE BRIEF, INDICATING THE NATURE OF THE PROJECT FOR WHICH SUPPORT IS SOUGHT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JUDSON UNIVERSITY
1151 N STATE STREETELGINIL60123PUBLICRELIGIOUS$1,000
ROCKFORD UNIVERSITY
5050 EAST STATE STREETROCKFORDIL61108PUBLICEDUCATIONAL$1,000
SWEDISH AMERICAN HOSPITAL
1401 EAST STATE STREETROCKFORDIL61108PUBLICGENERAL$500
DAVID COOK FOUNDATION
4050 LEE VANCE DRIVECOLORADO SPRINGSCO80918RELIGIOUS$1,000
ROCK RIVER CHAPLAINS ASSOCIATION
979 N MAIN STROCKFORDIL61107PUBLICRELIGIOUS$500
BACK2BACK MINISTRIES
8118 CORPORATE WAY 200MASONOH45040PUBLICRELIGIOUS$500
KIDS AROUND THE WORLD
5245 28TH AVEROCKFORDIL61109PUBLICGENERAL$6,000
BIBLES FOR KIDS
897 OLSON SPRING CLOSEBELVIDEREIL61008PUBLICRELIGIOUS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,212ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,246ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,246TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,125Amt
Net Investment Income$1,125NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$210,460EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
IL FILING FEE$15$15

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON INVESTMENTSDesc
Amt$108,348Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$500Amt
Net Investment Income$500NetInvestmentIncomeAmt

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