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CDR JOHNSON FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CDR JOHNSON FAMILY FOUNDATION INC (EIN 83-2805192)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-02-15
IRS object ID
202210469349100631
Schema version
2020v4.2
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)
Return2022-02-15T15:46:19-06:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814234542PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BPM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14200 BOHANNON DRIVE SUITE 250AddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP940251021ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832805192EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CRISTINA AND CHARLES JOHNSONBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCRISBusinessNameControlTxt
Phone6503122562PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY JOHNSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6503122562PhoneNum
Signature2022-02-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGREGORYPersonFirstNm
Person LastJOHNSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMARA L MCINERNEYPreparerPersonNm
PTINP00011797PTIN
Phone6508556800PhoneNum
Preparation2022-02-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$30,646,634FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,505,660ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,027,592DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,027,592DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,533,252TotalRevAndExpnssAmt
Total Net Invst Incm$1,027,592TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,802AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,401AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,401AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,952TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,401TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,551TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$880,999ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$880,999ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$909,951TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,401TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$892,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,623,301ExcessRevenueOverExpensesAmt
Net Investment Income$1,016,191NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$462,607CashBOYAmt
Cash EOY$712,681CashEOYAmt
Cash EOYFMV$712,681CashEOYFMVAmt
Sav And Temp Cash Invst BOY$962,205SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$839,457SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$839,457SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$5,000RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$700RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$700RcvblFromOfficersEOYFMVAmt
Prepaid Expenses BOY$8,056PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,671PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,671PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$21,223,895CorporateStockBOYAmt
Corporate Stock EOY$26,729,555CorporateStockEOYAmt
Corporate Stock EOYFMV$29,091,125CorporateStockEOYFMVAmt
Total Assets BOY$22,661,763TotalAssetsBOYAmt
Total Assets EOY$28,285,064TotalAssetsEOYAmt
Total Assets EOYFMV$30,646,634TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$22,661,763RetainedEarningBOYAmt
Retained Earning EOY$28,285,064RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,661,763TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$28,285,064TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,661,763TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$28,285,064TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,661,763TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,623,301ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$28,285,064SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$28,285,064TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,125InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,125SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,125TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,373EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,373TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$248OverpaymentAmt
Applied To ES Tax$248AppliedToESTaxAmt
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 StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GREGORY JOHNSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6503122562PhoneNum

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 PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES E JOHNSON
1220 SOUTH OCEAN BOULEVARDPALM BEACHFL33480DIRECTOR, PRESIDENT, TREAS1.00$0$0$0
GREGORY E JOHNSON
1220 SOUTH OCEAN BOULEVARDPALM BEACHFL33480DIRECTOR1.00$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

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$26,479,545AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,546,754AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,026,299TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$28,026,299AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$420,394CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,605,905NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,380,295MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,380,295MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,125TaxBasedOnInvestmentIncomeAmt
Total Tax$14,125TotalTaxAmt
Distributable Before Adj$1,366,170DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,366,170DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,366,170DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$892,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$892,550QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$892,550AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,366,170DistributableAsAdjustedAmt
Undistributed Income PY$876,814UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$892,550QualifyingDistributionsAmt
Applied To Year1$876,814AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,736AppliedToCurrentYearAmt
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$1,350,434UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
DELTA SAN FRANCISCO-PENINSULA FOUNDATION
204 EAST SECOND AVENUE 308SAN MATEOCA94401PCGENERAL SUPPORT$2,000
OLYMPIC CLUB FOUNDATION
524 POST STREETSAN FRANCISCOCA94102PCGENERAL SUPPORT$2,000
SAN FRANCISCO UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL SUPPORT$43,499
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT065212038PCYALE COLLEGE PARENTS ANNUAL FUND - UNRESTRICTED$25,000
THE GIVING BACK FUNDNEXUS
5757 W CENTURY BLVD STE 410LOS ANGELESCA90045PCGENERAL SUPPORT$7,500
UNIVERSITY OF NORTH TEXAS FOUNDATION
1155 UNION CIRCLE 311250DENTONTX76230PCGRANT FOR RESEARCH AQUATIC TOXICOLOGY & FISH PHYSIOLOGY$50,000
SANTE FE OPERA
301 OPERA DRSANTA FENM87506PCGENERAL SUPPORT$10,000
CENTER FOR NEW AMERICAN SECURITY
1152 15TH STREET NW SUITE 950WASHINGTONWA20005PCGENERAL SUPPORT$25,000
ADDICTION EDUCATION SOCIETY
ONE FRANKLIN PARKWAY BUILDING 920SAN MATEOCA94403PCGENERAL SUPPORT$100,0001ST FLOOR
UNIVERSITY OF SOUTHERN CALIFORNIA
PO BOX 80354LOS ANGELESCA900999314PCUSC BASIC NEEDS FUND, USC KECK COVID 19 EMERGENCY RESPONSE, USC COMMUNITY SUPPORT FUND, USC EMPLOYEE SUPPORT FUND$100,000
MILLS PENINSULA HOSPITAL FOUNDATION
1501 TROUSDALE DRIVEBURLINGAMECA94010PCGENERAL SUPPORT$5,000
SALVATION ARMY
832 FOLSOM STREET 6TH FLOORSAN FRANCISCOCA94107PCGENERAL SUPPORT$50,000
HARVARD UNIVERSITY
PO BOX 419209BOSTONMA022419209PCHBS FUND$100,000
STANFORD UNIVERSITY
DEVELOPMENT SERVICES PO BOX 20466STANFORDCA943090466PCSTANFORD CANCER DISCOVERY FUND$100,000
ALL STARS HELPING KIDS
4675 STEVENS CREEK BLVD SUITE 125SANTA CLARACA95051PCGENERAL SUPPORT$25,000
CURRIKI
20660 STEVENS CREEK BLVD 332CUPERTINOCA95014PCGENERAL SUPPORT$25,000
NORTHFIELD MT HERMON SCHOOL
ONE LAMPLIGHTER WAYMOUNT HERMONMA01354PCGENERAL SUPPORT$25,000
MPN RESEARCH FOUNDATION
180 N MICHIGAN AVENUE SUITE 1870CHICAGOIL60601PCGENERAL SUPPORT$25,000
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD217415030PCGENERAL SUPPORT$25,000
CAMINAR SAN MATEO
2600 S EL CAMINO REAL SUITE 200SAN MATEOCA94403PCGENERAL SUPPORT$10,000
JUMPSTART FOR YOUNG CHILDREN
308 CONGRESS STREET 6TH FLOORBOSTONMA02210PCGENERAL SUPPORT$10,000
RONALD MCDONALD HOUSE CHARITIES BAY AREA
520 SAND HILL ROADPALO ALTOCA94304PCGENERAL SUPPORT$10,000
SANTA FE COMMUNITY FOUNDATION
PO BOX 1827SANTA FENM875041827PCLAS CAMPANAS COMMUNITY GRANTS FUND$5,000
LIFE MOVES
181 CONSTITUTION DRIVEMENLO PARKCA94025PCGENERAL SUPPORT$10,000
CHP FOUNDATION
3188 AIRWAY AVENUE SUITE CCOSTA MESACA92626PCGENERAL SUPPORT$5,000
UNICEF
125 MAIDEN LANENEW YORKNY10038PCGENERAL SUPPORT$5,000
HILLSBOROUGH BEAUTIFICATION FOUNDATION
1600 FLORIBUNDA AVENUEHILLSBOROUGHCA94010PCGENERAL SUPPORT$1,000
MARCH OF DIMES
PO BOX 18819ATLANTAGA31126PCGENERAL SUPPORT$5,000
THE CATHEDRAL SCHOOL FUND
1275 SACRAMENTO STREETSAN FRANCISCOCA94108PCGENERAL SUPPORT$50,000
THE BAY SCHOOL OF SAN FRANCISCO
35 KEYES AVENUE THE PRESIDIOSAN FRANCISCOCA94129PCGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$880,999TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,027,592ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,027,592ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,027,592TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHARLES AND ANN JOHNSON FAMILY TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11220 SOUTH OCEAN BLVDAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,505,660TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$5,505,660FairMarketValueAmt
Received2020-12-28ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$22,802Amt
Net Investment Income$11,401NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,401DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationATTORNEY GENERAL OF DELAWARE DOES NOT REQUIRE A COPY OF 990-PF.ExplanationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VII-B, LINE 1A(2)FormAndLineReferenceDesc
Medium ExplanationTHE FOUNDATION INADVERTENTLY REIMBURSED EXPENSES OF DISQUALIFIED PERSON. ONCE THE FOUNDATION'S MANAGEMENT WAS MADE AWARE OF THE MISTAKE, THE DISQUALIFIED PERSON PAID BACK THE REIMBURSED AMOUNT PLUS INTEREST.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFRANKLIN RESOURCES, INC.StockNm
EOY Book Value$26,729,555EOYBookValueAmt
EOYFMV$29,091,125EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BUSINESS REGISTRATION FEES$125$0$125
BANK FEE$25$0$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$6,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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