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WILLARD T C JOHNSON FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WILLARD T C JOHNSON FOUNDATION INC (EIN 13-2993310)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-07
IRS object ID
202433129349100133
Schema version
2023v5.1
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)
Return2024-11-07T10:24:37-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172703ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN132993310EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILLARD TC JOHNSON FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O THE JOHNSON COMPANYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone2123227500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1610 FIFTH AVE 2ND FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER W JOHNSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2123227500PhoneNum
Signature2024-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHANIE HINESPreparerPersonNm
PTINP00191243PTIN
Phone2129498700PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$86,596,090FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,727InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,727InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,152,454DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,152,454DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$650,603NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,002,632GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$650,603CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$105OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$105OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$3,804,889TotalRevAndExpnssAmt
Total Net Invst Incm$3,804,889TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,831AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,416AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,415AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$74,528OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$74,528OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$37,138TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,918OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13,918OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,500OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$136,415TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$91,862TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,915TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,038,818ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,038,818ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,175,233TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$91,862TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,043,733TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$370,344ExcessRevenueOverExpensesAmt
Net Investment Income$3,713,027NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$575,944CashBOYAmt
Cash EOY$99,215CashEOYAmt
Cash EOYFMV$99,215CashEOYFMVAmt
Sav And Temp Cash Invst BOY$794,455SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,419,408SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,419,408SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$31,507,469CorporateStockBOYAmt
Corporate Stock EOY$30,155,440CorporateStockEOYAmt
Corporate Stock EOYFMV$70,483,384CorporateStockEOYFMVAmt
Other Investments BOY$13,760,622OtherInvestmentsBOYAmt
Other Investments EOY$14,594,083OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,594,083OtherInvestmentsEOYFMVAmt
Total Assets BOY$46,638,490TotalAssetsBOYAmt
Total Assets EOY$46,268,146TotalAssetsEOYAmt
Total Assets EOYFMV$86,596,090TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$46,638,490CapitalStockBOYAmt
Capital Stock EOY$46,268,146CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$46,638,490TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$46,268,146TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$46,638,490TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$46,268,146TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$46,638,490TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$370,344ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$46,268,146SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$46,268,146TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
694 SH ISHARES CORE S&PP2019-02-252023-11-03$171,916$134,733$37,183$37,183
1,656 SH ISHARES CORE S&PP2019-02-252023-11-03$155,845$135,130$20,715$20,715
3,830 SH ISHARES CORE S&PP2019-02-252023-11-03$1,674,871$1,082,166$592,705$592,705
FieldValueIRS element (for citing)
Capital Gain Net Income$650,603CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$51,611InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$51,611SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$51,611TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$50,536EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$55,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$105,536TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$36EsPenaltyAmt
Overpayment$53,889OverpaymentAmt
Applied To ES Tax$53,889AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE JOHNSON COMPANYIndividualWithBooksNm
Phone2123227500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1610 FIFTH AVE 2ND FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRA AKSELRAD
THE JOHNSON CO 610 FIFTH AVE 2FLNEW YORKNY10020VICE PRESIDENT0.25$0$0$0
CHRISTOPHER W JOHNSON
THE JOHNSON CO 610 FIFTH AVE 2FLNEW YORKNY10020CHAIRMAN/PRES0.25$0$0$0
LAUREN HOWARD
THE JOHNSON CO 610 FIFTH AVE 2FLNEW YORKNY10020SECRETARY0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$67,696,392AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,065,992AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$13,334,565FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$83,096,949TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$83,096,949AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,246,454CashDeemedCharitableAmt
Net Vl Noncharitable Assets$81,850,495NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,092,525MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,092,525MinimumInvestmentReturnAmt
Tax Based On Investment Income$51,611TaxBasedOnInvestmentIncomeAmt
Total Tax$51,611TotalTaxAmt
Distributable Before Adj$4,040,914DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,040,914DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,040,914DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,043,733ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,043,733QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,040,914DistributableAsAdjustedAmt
Undistributed Income PY$4,035,825UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,043,733QualifyingDistributionsAmt
Applied To Year1$4,035,825AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,908AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$4,033,006UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHRISTOPHER W JOHNSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1610 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2123327500RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNO SPECIFIC DEADLINESubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS EXCEPT THAT THE ORGANIZATIONS MUST BE LISTED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARM IN ARM
1 NORTH JOHNSTON AVENUE SUITE A230HAMILTONNJ08609NONEPCGENERAL SUPPORT$10,000
ASPEN VLLEY SKI & SNOWBOARD CLUB
300 AVSC DRIVEASPENCO81611NONEPCGENERAL SUPPORT$100,000
BROWARD PERFORMING ARTS FOUNDATION INC
201 SOUTHWEST 5TH AVENUEFORT LAUDERDALEFL33312NONEPCGENERAL SUPPORT$100,000
CENTRAL PARK CONSERVANCY
717 FIFTH AVENUE 5TH FLOORNEW YORKNY10022NONEPCGENERAL SUPPORT$500,000
DEERFIELD ACADEMY
PO BOX 306DEERFIELDMA01342NONEPCGENERAL SUPPORT$200,000
FOOD BANK FOR NEW YORK CITY
39 BROADWAY 10TH FLOORNEW YORKNY10006NONEPCGENERAL SUPPORT$100,000
GREAT OAKS FOUNDATION
240 BLEEKER STREETNEW YORKNY10014NONEPCGENERAL SUPPORT$200,000
HISTORIC MORVEN INC
55 STOCKTON STREETPRINCETONNJ08540NONEPCGENERAL SUPPORT$100,000
LINCOLN CENTER FOR THE PERFORMING ARTS INC
70 LINCOLN CENTER PLAZANEW YORKNY10023NONEPCGENERAL SUPPORT$255,000
LUPUS RESEARCH ALLIANCE INC
275 MADISON AVENUE 10TH FLOORNEW YORKNY10016NONEPCGENERAL SUPPORT$250,000
NEW YORK REP
345 WEST 58TH STREET SUITE 10PNEW YORKNY10019NONEPCGENERAL SUPPORT$20,000
NOURISH NEW JERSEY
57 EAST PARK PLACE 2ND FLOORMORRISTOWNNJ07960NONEPCGENERAL SUPPORT$25,000
OXBRIDGE ACADEMY
3151 N MILITARY TRAILWEST PALM BEACHFL33409NONEPCGENEAL SUPPORT$150,000
PALM BEACH POLICE & FIRE FOUNDATION
139 NORTH COUNTY ROAD SUITE 26PALM BEACHFL33480NONEPCGENERAL SUPPORT$25,000
PLACE OF HOPE
9078 ISAIAH LANEWEST PALM BEACHFL33418NONEPCGENERAL SUPPORT$10,000
PRESERVATION FOUNDATION OF PALM BEACH
311 PERUVIAN AVENUEPALM BEACHFL33480NONEPCGENERAL SUPPORT$86,318
SUCCESS ACADEMY CHARTER SHCOOLS
95 PINE STREET FLOOR SIXNEW YORKNY10005NONEPCGENERAL SUPPORT$500,000
THE JOHNSON CENTER FOR CHILD HEALTH AND DEVELOPMENT
1700 RIO GRANDE STREET SUITE 200AUSTINTX78701NONEPCGENERAL SUPPORT$600,000
THE RWJ UNIVERSITY HOSPITAL FOUNDATION
TEN PLUM STREET SUITE 910NEW BRUNSWICKNJ08901NONEPCGENERAL SUPPORT$50,000
THE MONTANA LAND RELIANCE
PO BOX 355 324 FULLER AVENUEHELENAMT59624NONEPCGENERAL SUPPORT$100,000
THE PEREGRINE FUND
5668 WEST FLYING HAWK LANEBOISEID83709NONEPCGENERAL SUPPORT$100,000
THE SOCIETY OF MSK
1233 YORK AVENUE SUITE B101NEW YORKNY10065NONEPCGENERAL SUPPORT$47,500
TRINITY COUNSELING SERVICES
353 NASSAU STREETPRINCETONNJ08540NONEPCGENERAL SUPPORT$500,000
URBAN YOUTH IMPACT
2823 N AUSTRALIAN AVENUEWEST PALM BEACHFL33418NONEPCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,038,818TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,727ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,152,454ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$105ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$650,603ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,804,889ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,804,889TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,831Amt
Net Investment Income$3,416NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,415DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JOHNSON & JOHNSON CO$267,758$21,442,032
ISHARES CORE S&P 500 ETF$23,916,704$40,745,660
ISHARES CORE S&P MID-CAP ETF$2,982,532$4,292,499
ISHARES CORE S&P SMALL CAP ETF$2,988,446$4,003,193

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJOHNSON PFIV LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$14,594,083BookValueAmt
EOYFMV$14,594,083EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
JOHNSON PFIV LLC-INVEST EXP$13,918$13,918$0$0
FILING FEE$1,500$0$0$1,500
NON-DEDUCTIBLE EXPENSE$2,500$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CLASS ACTION SETTLEMENT$3$3$0
OTHER INCOME$102$102$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT/CUSTODY FEESCategoryTxt
Amt$74,528Amt
Net Investment Income$74,528NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategoryTxt
Amt$37,138Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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