MARK CHAPIN JOHNSON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARK CHAPIN JOHNSON FOUNDATION (EIN 33-0441985)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202203149349103135
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T18:34:44-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 TECHNOLOGY DRIVE SUITE 100 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926185307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330441985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK CHAPIN JOHNSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 7143058360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3088 | AddressLine1Txt |
| City | MISSION VIEJO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926901088 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK CHAPIN JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7143058360 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | CHAPIN JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN L MARONEY | PreparerPersonNm |
| PTIN | P00105961 | PTIN |
| Phone | 7145583236 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,008,769 | 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 | $2,465 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,465 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $467,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $467,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $428,560 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $449,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $428,560 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,103 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,836 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $915,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $913,331 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $188 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $188 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,328 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,328 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,074 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $764 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $54,409 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $54,409 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $592 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $592 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $20 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $20 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $148,313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,625 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,869 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $228,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,625 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,491 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $299,734 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $299,734 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $528,422 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,625 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $408,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $387,176 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $876,706 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,222 | CashBOYAmt |
| Cash EOY | $9,014 | CashEOYAmt |
| Cash EOYFMV | $9,014 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $869,463 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $971,638 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $971,638 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,465,732 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,690,851 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,204,683 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,704,676 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $810,530 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $820,369 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $78,064 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $78,064 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $764 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $3,065 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,065 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,065 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,097,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,485,098 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,008,769 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,097,922 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,097,922 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $387,176 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,097,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,485,098 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,097,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,485,098 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,097,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $387,176 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,485,098 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,485,098 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FROM K-1 | P | 2020-01-01 | 2021-12-31 | $442,740 | $442,740 | $442,740 | |
| FROM K-1 | P | 2021-12-31 | 2021-12-31 | -$15,412 | -$15,412 | $15,412 | |
| VIVINT STOCK | P | 2016-04-22 | 2021-10-05 | $6,407 | $1,232 | $1,232 | $5,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $428,560 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,186 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,186 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,186 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,840 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,654 | OverpaymentAmt |
| Applied To ES Tax | $13,654 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARTIN L MARONEY | IndividualWithBooksNm |
| Phone | 7143847285 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 TECHNOLOGY DR STE 100 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK CHAPIN JOHNSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3088 | AddressLine1Txt |
| City | MISSION VIEJO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT & CEO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | PACIFIC SYMPHONY ORCHESTRA (PSO)3631 S HARBOR BLVD, STE 100SANTA ANA, CA 92704 | Description1Txt |
| Expenses1 | $35,000 | Expenses1Amt |
| Description2 | SEGERSTROM CENTER FOR THE ARTS (SCFA)600 TOWN CENTER DRCOSTA MESA, CA 92626 | Description2Txt |
| Expenses2 | $54,500 | Expenses2Amt |
| Description3 | HOOVER INSTITUTIONSTANFORD UNIVERSITYSTANFORD, CA 94305 | Description3Txt |
| Expenses3 | $50,000 | Expenses3Amt |
| Description4 | CHAPMAN UNIVERSITY1 UNIVERSITY DRORANGE, CA 92866 | Description4Txt |
| Expenses4 | $54,387 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,736,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $737,502 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $820,369 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,293,911 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,293,911 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,409 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,169,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $408,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $408,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,186 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,441 | IncomeTaxAmt |
| Total Tax | $13,627 | TotalTaxAmt |
| Distributable Before Adj | $394,848 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $394,848 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $394,848 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $408,225 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $408,225 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $394,848 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $293,993 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $408,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $293,993 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,232 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $280,616 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK CHAPIN JOHNSON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3088 | AddressLine1Txt |
| City | MISSION VIEJO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7143058360 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLIND CHILDRENS LEARNING CENTER | |||||||
| 18542-B VANDERLIP AVENUE | SANTA ANA | CA | 92705 | NONE | PC | SPONSORSHIP OF PROGRAM | $5,000 |
| BOYS HOPEGIRLS HOPE OF CALIFORNIA | |||||||
| 1041 W 18TH STREET STE A101 | COSTA MESA | CA | 92627 | NONE | PC | SPONSORSHIP OF PROGRAM | $17,247 |
| CHAPMAN UNIVERSITY | |||||||
| ONE UNIVERSITY DR | ORANGE | CA | 92866 | NONE | PC | SPONSORSHIP OF PROGRAM | $54,387 |
| CLAREMONT GRADUATE UNIVERSITY | |||||||
| 150 E 10TH STREET | CLAREMONT | CA | 91711 | NONE | PC | SPONSORSHIP OF PROGRAM | $25,000 |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | PC | SPONSORSHIP OF PROGRAM | $50,000 |
| IRVINE BARCLAY THEATRE OPERATING COMPANY | |||||||
| 4199 CAMPUS DR STE 275 | IRVINE | CA | 92612 | NONE | PC | SPONSORSHIP OF PROGRAM | $10,000 |
| MARINE MILITARY ACADEMY | |||||||
| 320 IWO JIMA BLVD | HARLINGEN | TX | 78550 | NONE | PC | SPONSORSHIP OF PROGRAM | $25,000 |
| OC FORUM | |||||||
| 13700 ALTON PARKWAY SUITE 154 | IRVINE | CA | 92618 | NONE | PC | SPONSORSHIP OF PROGRAM | $1,000 |
| ORANGE COUNTY MUSEUM OF ART | |||||||
| 1661 W SUNFLOWER AVE | SANTA ANA | CA | 92704 | NONE | PC | SPONSORSHIP OF PROGRAM | $750 |
| PACIFIC SYMPHONY ORCHESTRA (PSO) | |||||||
| 3631 S HARBOR BLVD STE 100 | SANTA ANA | CA | 92704 | NONE | PC | SPONSORSHIP OF PROGRAM | $35,000 |
| SEGERSTROM CENTER FOR THE ARTS (SCFA) | |||||||
| 600 TOWN CENTER DR | COSTA MESA | CA | 92626 | NONE | PC | SPONSORSHIP OF PROGRAM | $54,500 |
| SOUTH COAST REPERTORY | |||||||
| 655 TOWN CENTER DR | COSTA MESA | CA | 92626 | NONE | PC | SPONSORSHIP OF PROGRAM | $5,000 |
| WIKIPEDIA FOUNDATION | |||||||
| 1 MONTGOMERY ST SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | SPONSORSHIP OF PROGRAM | $5,850 |
| CAPITOL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVENUE | WASHINGTON | DC | 20017 | NONE | PC | SPONSORSHIP OF PROGRAM | $250 |
| JUNIOR ACHIEVEMENT OF SOUTHERN CA | |||||||
| 301 E 17TH ST STE 101 | COSTA MESA | CA | 92627 | NONE | PC | SPONSORSHIP OF PROGRAM | $1,000 |
| LANDMARK COLLEGE | |||||||
| 19 RIVER ROAD SOUTH | PUTNEY | VT | 05346 | NONE | PC | SPONSORSHIP OF PROGRAM | $1,000 |
| MARINE CORPS LEAGUE - SOUTH COAST | |||||||
| 1505 N EL CAMINO REAL | SAN CLEMENTE | CA | 92672 | NONE | PC | SPONSORSHIP OF PROGRAM | $5,000 |
| NATURE CONSERVANCY | |||||||
| 17600 NEWHOPE ST | FOUNTAIN VALLEY | CA | 92708 | NONE | PC | SPONSORSHIP OF PROGRAM | $250 |
| STRENGTH IN SUPPORT | |||||||
| 23046 AVENIDA DE LA CARLOTA STE 600 | LAGUNA HILLS | CA | 92653 | NONE | PC | SPONSORSHIP OF PROGRAM | $500 |
| VOICE OF ORANGE COUNTY | |||||||
| 207 N BROADWAY STE J | SANTA ANA | CA | 92701 | NONE | PC | SPONSORSHIP OF PROGRAM | $1,000 |
| BARNES FOUNDATION | |||||||
| 35972 55TH ST E | PALMDALE | CA | 93552 | NONE | PC | SPONSORSHIP OF PROGRAM | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $299,734 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $2,465 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $467,470 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $10,264 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $6,839 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $428,560 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $10,264 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $905,334 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $915,598 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | NOT APPLICABLE |
| 4 | NOT APPLICABLE |
| 7 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,328 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,328 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2013-09-25 | $58,762 | $58,762 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2014-05-01 | $17,131 | $16,367 | 200DB | 7.000000000000 | $764 | $0 |
| FURNITURE & FIXTURES | 2020-09-03 | $2,171 | 200DB | 7.000000000000 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK OVERRIDE | StockNm |
| EOY Book Value | $7,690,851 | EOYBookValueAmt |
| EOYFMV | $6,204,683 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS OVERRIDE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $810,530 | BookValueAmt |
| EOYFMV | $820,369 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & FIXTURES | $58,762 | $58,762 | $0 | $0 |
| FURNITURE & FIXTURES | $17,131 | $17,131 | $0 | $0 |
| FURNITURE & FIXTURES | $2,171 | $2,171 | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $188 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $188 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $3,065 | BOYBookValueAmt |
| EOY Book Value | $3,065 | EOYBookValueAmt |
| EOYFMV | $3,065 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND CREDIT CARD FEES | $150 | $0 | $150 |
| UTILITIES | $1,428 | $0 | $1,428 |
| OFFICE EXPENSE | $2,515 | $0 | $2,515 |
| TELEPHONE | $1,887 | $0 | $1,887 |
| PASS THRU DEDUCTIONS FROM K-1 | $110,444 | $36,625 | $0 |
| INTERNET | $1,730 | $0 | $1,730 |
| COMPUTER CONSULTING/MAINTENANCE | $29,284 | $0 | $29,284 |
| INSURANCE | $750 | $0 | $750 |
| MEALS | $125 | $0 | $125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $17,103 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CA TAX | $10 | $0 | $10 |
| FEDERAL | $8,989 | $0 | $0 |
| ANNUAL REGISTRATION FEE | $75 | $0 | $75 |