C AND A JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
C AND A JOHNSON FAMILY FOUNDATION (EIN 47-4003028)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-25
IRS object ID
202301159349100530
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-25T10:01:21-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1405 HOWARD ST STE 600AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941052674ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474003028EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1C AND A JOHNSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCANDBusinessNameControlTxt
Phone6503123056PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11220 SOUTH OCEAN BOULEVARDAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES B JOHNSONPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6503123056PhoneNum
Signature2023-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastJOHNSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT D FARRPreparerPersonNm
PTINP00602311PTIN
Phone4154985000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$121,794,748FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$174InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$174InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,256,140DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,256,140DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,256,314TotalRevAndExpnssAmt
Total Net Invst Incm$5,256,314TotalNetInvstIncmAmt
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
Legal Fees Rev And Expnss$9,132LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$4,566LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$4,566LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$23,440AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,720AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$11,720AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$55,025TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$8OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$87,612TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,293TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,294TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,922,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,922,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,009,962TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,293TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,938,644TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,246,352ExcessRevenueOverExpensesAmt
Net Investment Income$5,240,021NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$242,436CashBOYAmt
Cash EOY$47,489CashEOYAmt
Cash EOYFMV$47,487CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,547,818SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,989,117SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,989,117SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$47,418CorporateStockBOYAmt
Corporate Stock EOY$47,418CorporateStockEOYAmt
Corporate Stock EOYFMV$118,758,144CorporateStockEOYFMVAmt
Total Assets BOY$1,837,672TotalAssetsBOYAmt
Total Assets EOY$3,084,024TotalAssetsEOYAmt
Total Assets EOYFMV$121,794,748TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,837,672NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,084,024NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,837,672TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,084,024TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,837,672TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,084,024TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,837,672TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,246,352ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,084,024SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,084,024TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$72,836InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$72,836SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$72,836TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$60,026EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$60,026TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$366EsPenaltyAmt
Tax Due$13,176TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARLES B JOHNSONIndividualWithBooksNm
Phone6503123056PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11220 SOUTH OCEAN BOULEVARDAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES B JOHNSON
1220 SOUTH OCEAN BOULEVARDPALM BEACHFL33480TREASURER & CHAIRMAN / DIRECTOR1.00$0$0$0
ANN L JOHNSON
1220 SOUTH OCEAN BOULEVARDPALM BEACHFL33480PRESIDENT / DIRECTOR1.00$0$0$0
PHIL SCATENA
ONE FRANKLIN PARKWAYSAN MATEOCA94403SECRETARY1.00$0$0$0
GREG JOHNSON
ONE FRANKLIN PARKWAYSAN MATEOCA94403OFFICER1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$122,512,591AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,682,117AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$126,194,708TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$126,194,708AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,892,921CashDeemedCharitableAmt
Net Vl Noncharitable Assets$124,301,787NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,215,089MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,215,089MinimumInvestmentReturnAmt
Tax Based On Investment Income$72,836TaxBasedOnInvestmentIncomeAmt
Total Tax$72,836TotalTaxAmt
Distributable Before Adj$6,142,253DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,142,253DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,142,253DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,938,644ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,938,644QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,142,253DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,320,117ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,103,656ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$1,886,999ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,509,233ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,820,005TotalExcessDistributionCyovAmt
Qualifying Distributions$3,938,644QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,938,644AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,203,609ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,203,609ExcessDistributionCyovAppCYAmt
Total Corpus$4,616,396TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,616,396ExcessDistriCyovToNextYrAmt
Excess From Year4$220,164ExcessFromYear4Amt
Excess From Year2$1,886,999ExcessFromYear2Amt
Excess From Year1$2,509,233ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHARLES B JOHNSONContributingManagerNm
Contributing ManagerANN L JOHNSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHARLES B JOHNSON TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11120 SOUTH OCEAN BOULEVARDAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6503123056RecipientPhoneNum
Form And Info And MaterialsGRANT REQUESTS SHOULD BE MADE IN WRITING TO THE ADDRESS ABOVE.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsALL GIFTS ARE MADE PURSUANT TO TRUST INSTRUMENTS AND IN THE DISCRETION OF THE TRUSTEE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLIANCE TO PROTECT NANTUCKETS SOUND INC
4 BARNSTABLE RDHYANNISMA02601PCCHARITABLE SUPPORT$10,000
AMERICAN COUNCIL OF TRUSTEES AND ALUMNI
1730 M STREET NW SUITE 600WASHINGTONDC20036PCCHARITABLE SUPPORT$5,000
AMERICAN FEDERATION FOR CHILDRENGROWTHFND
1020 19TH STREET NW SUITE 675WASHINGTONDC20036PCCHARITABLE SUPPORT$10,000
AMERICAN FEDERATION FOR CHILDRENGROWTHFND
1020 19TH STREET NW SUITE 675WASHINGTONDC20036PCCHARITABLE SUPPORT$20,000
AMERICAN IDEA FOUNDATION INC
101 SOUTH MAIN STREETSUITE 300JANESVILLEWI53545PCCHARITABLE SUPPORT$125,000
ARCHBISHOP RIORDAN HIGH SCHOOL
175 FRIDA KAHLO WAYSAN FRANCISCOCA94112PCCHARITABLE SUPPORT$5,000
ARCHBISHOP RIORDAN HIGH SCHOOL
175 FRIDA KAHLO WAYSAN FRANCISCOCA94112PCCHARITABLE SUPPORT$50,000
ARCHDIOCESE OF SAN FRANCISCO DCS
175 FRIDA KAHLO WAYSAN FRANCISCOCA94112PCCHARITABLE SUPPORT$5,000
ATLAS ECONOMIC RESEARCH FOUNDATION
2 LIBERTY CENTER4075 WILSON BLVDSTEARLINGTONVA22203PCCHARITABLE SUPPORT$10,000310
BOSTON MEDFLIGHT
150 HANSON DRIVEBEDFORDMA01730PCCHARITABLE SUPPORT$5,000
BOYS & GIRLS CLUBS OF PALM BEACH COUNTY
800 NORTH POINT PKWYSTE 204WEST PALM BEACHFL33407PCCHARITABLE SUPPORT$100,000
CAL POLY ATHLETICS
1 GRAND AVENUESAN LUISOBISPOCA93407PCCHARITABLE SUPPORT$10,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVESAN FRANCISCOCA94118PCCHARITABLE SUPPORT$25,000
CARMEL IDEAS FOUNDATION
PO BOX 2424CARMELCA93921PCCHARITABLE SUPPORT$5,000
CHILD RESCUE COALITION INC
4530 CONFERENCE WAY SBOCA RATONFL33431PCCHARITABLE SUPPORT$5,000
CHURCH OF CHRIST IN EASTWOOD EL PASO TX
10104 ALBUM AVENUEEL PASOTX79925PCCHARITABLE SUPPORT$50,000
CITY TEAM MINISTRIES
DONATION PROCESSING2306 ZANKER RDSAN JOSECA95131PCCHARITABLE SUPPORT$10,000
COMMON SENSE SOCIETY
1455 PENNSYLVANIA AVE NWSTE 400WASHINGTONDC20004PCCHARITABLE SUPPORT$25,000
CYSTIC FIBROSIS RESEARCH INC
1731 EMBARCADERO RDSTE 210PALO ALTOCA94303PCCHARITABLE SUPPORT$1,000
DAVID HOROWITZ FREEDOM CENTER
PO BOX 55089SHERMAN OAKSCA91499PCCHARITABLE SUPPORT$10,000
EASTSIDE COLLEGE PREP
1041 MYRTLE STREETEAST PALO ALTOCA94303PCCHARITABLE SUPPORT$30,000
ENTITLEMENTS HOW INC
2365 HARRODSBURG ROADSTE B230LEXINGTONKY40504PCCHARITABLE SUPPORT$100,000
FIRST RESORT
1671 THE ALAMEDASUITE 101SAN JOSECA95126PCCHARITABLE SUPPORT$50,000
FOLDS OF HONOR FOUNDATION
5800 N PATRIOT DRIVEOWASSOOK74055PCCHARITABLE SUPPORT$25,000
FOUNDATION FOR LIBERTY &AMERICANGREATNESS
301 E LEMON STREETSUITE BTARPON SPRINGSFL34689PCCHARITABLE SUPPORT$15,000
FOUNDATION FOR TEACHING ECONOMICS
1706 NEW HAMPSHIRE AVENUENWWASHINGTONDC20009PCCHARITABLE SUPPORT$10,000
FRANKLIN NEWS FOUNDATION
200 W MADISON STSTE 2100CHICAGOIL60606PCCHARITABLE SUPPORT$5,000
FREEDOM FOUNDATION
260 RUSSELL BLVD STE BDAVISCA95616PCCHARITABLE SUPPORT$5,000
FRESH LIFELINES FOR YOUTH
568 VALLEY WAYMILPITASCA95035PCCHARITABLE SUPPORT$5,000
FRIENDS OF ASHBROOK CENTER
401 COLLEGE AVENUEASHLANDOH44805PCCHARITABLE SUPPORT$2,000
FROST SCHOOL OF MUSIC
PO BOX 025388CORAL GABLESFL33102PCCHARITABLE SUPPORT$500,000
GREAT HARBOR YACHT CLUB FOUNDATION INC
96 WASHINGTON STNANTUCKETMA02554PCCHARITABLE SUPPORT$25,000
HABITAT FOR HUMANITY
322 W LAMAR STREETAMERICUSGA31709PCCHARITABLE SUPPORT$5,000
HEALING HANDS INTERNATIONAL INC
455 MCNALLY DRIVENASHVILLETN37211PCCHARITABLE SUPPORT$50,000
HEALING HANDS INTERNATIONAL INC
455 MCNALLY DRIVENASHVILLETN37211PCCHARITABLE SUPPORT$85,000
INDEPENDENT INSTITUTE
100 SWAN WAYOAKLANDCA94501PCCHARITABLE SUPPORT$25,000
INSTITUTE FOR ETHNOMEDICINE INC
C/O BRAIN CHEMISTRY LABS3214 NPROVOUT84604PCCHARITABLE SUPPORT$5,000UNIVERSITY AVE 316
INSTITUTE FOR ETHNOMEDICINE INC
C/O BRAIN CHEMISTRY LABS3214 NPROVOUT84604PCCHARITABLE SUPPORT$5,000UNIVERSITY AVE 316
INSTITUTE FOR HUMANE STUDIES
3434 WASHINGTON BLVD MS 1C5ARLINGTONVA22201PCCHARITABLE SUPPORTCHARITABLE SUPPORT$10,000
INSTITUTE OF WORLD POLITICS
1521 16TH STREETNWWASHINGTONDC20036PCCHARITABLE SUPPORT$10,000
INTERNATIONAL JUSTICE MISSION
PO BOX 96961WASHINGTONDC20090PCCHARITABLE SUPPORT$5,000
JUDICIAL WATCH INC
425 THIRD STREETSWSUITE 800WASHINGTONDC20024PCCHARITABLE SUPPORT$25,000
LEGACY FOUNDATION
26 SAGEWOOD STREETCHARLES TOWNWV25414PCCHARITABLE SUPPORT$25,000
LUMIND RESEARCH DOWN SYNDROM FOUNDATION
225 CEDAR HILL STREETSUITE 200MARLBOROUGHMA01752PCCHARITABLE SUPPORT$5,000
MACULAR DEGENERATION ASSOCIATION
PO BOX 96162WASHINGTONDC20090PCCHARITABLE SUPPORT$2,250
MADE IN THE STREETS
409 FRANKLIN ROADBRENTWOODTN37027PCCHARITABLE SUPPORT$60,000
MANHATTAN INSTITUTE POLICY RESEARCH INC
52 VANDERBILT AVENUENEW YORKNY10017PCCHARITABLE SUPPORT$2,000
NANTUCKET CONSERVATION FOUNDATION
118 CLIFF ROADNANTUCKETMA02554PCCHARITABLE SUPPORT$10,000
NATIONAL ASSOCIATION OF SCHOLARS
420 MADISON AVENUE7TH FLNEW YORKNY10017PCCHARITABLE SUPPORT$10,000
NATIONAL FALLEN OFFICER FOUNDATION
1025 CONNECTICUT AVENWWASHINGTONDC20036PCCHARITABLE SUPPORT$10,000
NATIONAL RIGHT TO WORK LEGAL DEFENSE FDTN
8001 BRADDOCK ROADSPRINGFIELDVA22160PCCHARITABLE SUPPORT$20,000
NATIONAL TRUST FOR HISTORIC PRESERVATION
2600 VIRGINIA AVE NW SUITE 1100WASHINGTONDC20077PCCHARITABLE SUPPORT$25,000
NEW ENGLAND ANIMAL SANCTUARY INC
61 GROVEVILLE RDBUXTONME04093PCCHARITABLE SUPPORT$50,000
NEW ENGLAND ANIMAL SANCTUARY INC
61 GROVEVILLE RDBUXTONME04093PCCHARITABLE SUPPORT$100,000
PALM BEACH SYMPHONY
44 COCOANUT ROW M207BPALM BEACHFL33480PCCHARITABLE SUPPORT$25,000
PALM BEACH SYMPHONY
44 COCOANUT ROW M207BPALM BEACHFL33480PCCHARITABLE SUPPORT$25,000
PARKINSON'S FOUNDATION INC
200 SE 1ST STREETSUITE 800MIAMIFL33131PCCHARITABLE SUPPORT$10,000
PEBBLE BEACH COMPANY FOUNDATION
4005 SUNRIDGE ROADPEBBLE BEACHCA93953PCCHARITABLE SUPPORT$25,000
PEGGY ADAMS ANIMAL RESCUE LEAGUE OF PB
3100/3200 N MILITARY TRAILWEST PALM BEACHFL33409PCCHARITABLE SUPPORT$100,000
PENINSULA BIBLE CHURCH
3505 MIDDLEFIELD ROADPALO ALTOCA94303PCCHARITABLE SUPPORT$22,000
PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BOULEVARD 552SHERMAN OAKSCA91403PCCHARITABLE SUPPORT$10,000
REDEEMER LUTHERAN CHURCH AND SCHOOL
468 GRAND STREETREDWOOD CITYCA94062PCCHARITABLE SUPPORT$8,000
REDWOOD CHURCH
901 MADISON STREETREDWOOD CITYCA94061PCCHARITABLE SUPPORT$65,000
SCALA FOUNDATION
13 EDGEHILL STREETPRINCETONNJ08540PCCHARITABLE SUPPORT$55,000
SCHOLARLEADERS INTERNATIONAL
27850 IRMA LEE CIRCLELAKE FORESTIL60045PCCHARITABLE SUPPORT$5,000
SNOW FOUNDATION
PO BOX 50224CLAYTONMO63105PCCHARITABLE SUPPORT$10,000
SOUTHEASTERN LEGAL FOUNDATION INC
PO BOX 17454WASHINGTONDC20041PCCHARITABLE SUPPORT$10,000
SPCA
PO BOX 2008MILFORDNH03055PCCHARITABLE SUPPORT$100
STATE POLICY NETWORK
1655 NORTH FORT MYER DRIVESUITE 360ARLINGTONVA22209PCCHARITABLE SUPPORT$10,000
STREET LIFE MINISTRIES
901 MADISON AVENUEREDWOOD CITYCA94061PCCHARITABLE SUPPORT$30,000
THE KELSEY
1161 MISSION STREETSAN FRANCISCOCA94103PCCHARITABLE SUPPORT$50,000
THORNE ECOLOGICAL INSTITUTE
PO BOX 19107BOULDERCO80308PCCHARITABLE SUPPORT$15,000
THORNE ECOLOGICAL INSTITUTE
PO BOX 19107BOULDERCO80308PCCHARITABLE SUPPORT$50,000
TURNING POINT USA
217 1/2 ILLINOIS STREETLEMONTIL60439PCCHARITABLE SUPPORT$1,000,000
UKRAINE HOUSE DC FOUNDATION INC
2134 KALORAMA ROAD NWWASHINGTONDC20008PCCHARITABLE SUPPORT$25,000
VMTS EDUCATION INC
137 MONTAGUE STREET 132BROOKLYNNY11201PCCHARITABLE SUPPORT$5,000
VOLUNTEER FLORIDA FOUNDATION INC
1545 RAYMOND DIEHL RDSTE 250TALLAHASSEEFL32308PCCHARITABLE SUPPORT$500,000
WEST BAY OPERA
2114 CLINTON AVE APT CALAMEDACA94501PCCHARITABLE SUPPORT$25,000
WORLD VISION
34834 WEYERHAEUSER WAY SFEDERAL WAYWA98001PCCHARITABLE SUPPORT$20,000
WYCLIFF BIBLE TRANSLATORS
P O BOX 620368ORLANDOFL32862PCCHARITABLE SUPPORT$10,000
YOUNG AMERICA'S FOUNDATION
11480 COMMERCE PARK DR SIXTH FLRESTONVA20191PCCHARITABLE SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,922,350TotalGrantOrContriPdDurYrAmt
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$174ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,256,140ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,256,314ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,256,314TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEES - PRICEWATERHOUSECOOPERS LLPCategoryTxt
Amt$23,440Amt
Net Investment Income$11,720NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$11,720DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationDELAWARE 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

FieldValueIRS element (for citing)
Stock4,501,825 SHARES OF FRANKLIN RESOURCES INCStockNm
EOY Book Value$47,418EOYBookValueAmt
EOYFMV$118,758,144EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEES - CARTER LAYARD & MILBUM LPCategoryTxt
Legal Fees$9,132LegalFeesAmt
Net Investment Income$4,566NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,566DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt
Net Investment Income$7NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$8DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2021 ESTIMATED PAYMENT$55,000$0$0$0
OTHER TAXES$25$0$0$0

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