C AND A JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- C AND A JOHNSON FAMILY FOUNDATION (EIN 47-4003028)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-13
- IRS object ID
- 202101039349100830
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-13T16:51:38-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 HOWARD STREET SUITE 600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474003028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C AND A JOHNSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAND | BusinessNameControlTxt |
| Phone | 6503123056 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 SOUTH OCEAN BOULEVARD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES B JOHNSON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6503123056 | PhoneNum |
| Signature | 2021-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT FARR | PreparerPersonNm |
| PTIN | P00602311 | PTIN |
| Phone | 4154985000 | PhoneNum |
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 | 2020 | 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 | $94,524,572 | 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 | $385 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $385 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,836,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,836,527 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,836,912 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,836,912 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,160 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,580 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,580 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,860 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,860 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $392 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $196 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $196 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,234 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,536 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,998,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,998,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,074,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,009,101 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,238,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,826,261 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $304,974 | CashBOYAmt |
| Cash EOY | $903,460 | CashEOYAmt |
| Cash EOYFMV | $903,460 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,072,415 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,235,855 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,235,855 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $37,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,253 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,385,257 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,414,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,176,568 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,524,572 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,414,642 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,176,568 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,414,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,176,568 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,414,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,176,568 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,414,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,238,074 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,176,568 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,176,568 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,185 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,185 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $63,280 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,095 | OverpaymentAmt |
| Applied To ES Tax | $10,095 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES B JOHNSON | IndividualWithBooksNm |
| Phone | 6503123056 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 SOUTH OCEAN BOULEVARD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES B JOHNSON | ||||||||
| 1220 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | TREASURER & CHAIRMAN / DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANN L JOHNSON | ||||||||
| 1220 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | PRESIDENT / DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES E JOHNSON | ||||||||
| ONE FRANKLIN PARKWAY | SAN MATEO | CA | 94403 | ASSISTANT TREASURER / DIRECTOR | 1.00 | $0 | $0 | $0 |
| PHIL SCATENA | ||||||||
| ONE FRANKLIN PARKWAY | SAN MATEO | CA | 94403 | SECRETARY | 1.00 | $0 | $0 | $0 |
| 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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $75,536,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,241,134 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,777,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $84,777,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,271,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,505,739 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,175,287 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,175,287 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,185 | TotalTaxAmt |
| Distributable Before Adj | $4,122,102 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,122,102 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,122,102 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,009,101 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,009,101 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,009,101 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,122,102 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,480,187 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,309,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,320,117 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,103,656 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $19,213,489 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,009,101 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,122,102 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,886,999 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,100,488 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,480,187 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,620,301 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,309,529 | ExcessFromYear4Amt |
| Excess From Year3 | $1,320,117 | ExcessFromYear3Amt |
| Excess From Year2 | $1,103,656 | ExcessFromYear2Amt |
| Excess From Current Year | $1,886,999 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES B JOHNSON | ContributingManagerNm |
| Contributing Manager | ANN L JOHNSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES B JOHNSON TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 SOUTH OCEAN BOULEVARD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6503123056 | RecipientPhoneNum |
| Form And Info And Materials | GRANT REQUESTS SHOULD BE MADE IN WRITING TO THE ADDRESS ABOVE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GIFTS ARE MADE PURSUANT TO TRUST INSTRUMENTS AND IN THE DISCRETION OF THE TRUSTEE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADOPT-A-FAMILY OF THE PALM BEACHES INC | |||||||
| 1713 SECOND AVE NORTH | LAKE WORTH | FL | 33460 | PC | CHARITABLE SUPPORT | $2,500 | |
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | |||||||
| 1730 M STREET NW SUITE 600 | WASHINGTON | DC | 20036 | PC | CHARITABLE SUPPORT | $5,000 | |
| AMERICAN FEDERATION FRO CHILDERGROWTHFND | |||||||
| 1020 19TH STREET NW SUITE 675 | WASHINGTON | DC | 20036 | PC | CHARITABLE SUPPORT | $10,000 | |
| AMERICAN IDEA FOUNDATION INC | |||||||
| 101 SOUTH MAIN STREET SUITE 300 | JANESVILLE JANESVILLE | WI | 53545 | PC | CHARITABLE SUPPORT | $25,000 | |
| ARCHBISHOP RIORDAN HIGH SCHOOL | |||||||
| 175 FRIDA KAHLE WAY | SAN FRANCISCO | CA | 94112 | PC | CHARITABLE SUPPORT | $60,000 | |
| BRIGHTFOCUS FOUNDATION | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 208711952 | PC | CHARITABLE SUPPORT | $1,500 | |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | PC | CHARITABLE SUPPORT | $25,000 | |
| CAPITAL RESEARCH CENTER | |||||||
| 1513 SIXTEENTH STREET NW | WASHINGTON | DC | 20036 | PC | CHARITABLE SUPPORT | $10,000 | |
| CARMEL IDEAS FOUNDATION | |||||||
| PO BOX 2424 | CARMEL | CA | 93921 | PC | CHARITABLE SUPPORT | $5,000 | |
| CENTER FOR AMERICAN LIBERTY | |||||||
| PO BOX 2510 | LEESBURG | VA | 20177 | PC | CHARITABLE SUPPORT | $10,000 | |
| CHILD RESCUE COALITION INC | |||||||
| 4530 CONFERENCE WAY S | BOCA RATON | FL | 334314489 | PC | CHARITABLE SUPPORT | $5,000 | |
| CHURCH OF CHRIST IN EASTWOOD EL PASO TX | |||||||
| 10104 ALBUM AVENUE | EL PASO | TX | 79925 | PC | CHARITABLE SUPPORT | $45,000 | |
| CITY TEAM MINISTRIES | |||||||
| 2306 ZANKER RD | SAN JOSE | CA | 95131 | PC | CHARITABLE SUPPORT | $10,000 | |
| COLUMBIA UNIVERSITY | |||||||
| 635 WEST 165TH ST BOX 13 | NEW YORK | NY | 10032 | PC | CHARITABLE SUPPORT | $10,000 | |
| CYSTIC FIBROSSI RESEARCH INC | |||||||
| 1731 EMBARCADERO RD SUITE 210 | PALO ALTO | CA | 943033339 | PC | CHARITABLE SUPPORT | $1,000 | |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 914991964 | PC | CHARITABLE SUPPORT | $10,000 | |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 914991964 | PC | CHARITABLE SUPPORT | $2,000 | |
| ELM INSITUTE INC | |||||||
| 31 WHITNEY AVENUE SUITE 1 | NEW HAVEN | CT | 06510 | PC | CHARITABLE SUPPORT | $150,000 | |
| EMERGENCY ASSISTANCE FDTN INC | |||||||
| PO BOX 850001 | ORLANDO | FL | 328859884 | PC | CHARITABLE SUPPORT | $250,000 | |
| EXCELINED | |||||||
| PO BOX 2000 | BOYS RANCH | FL | 32064 | PC | CHARITABLE SUPPORT | $10,000 | |
| FIRST RESORT | |||||||
| 2950 MERCED STREET SUITE 101 | SAN LEANDRO | CA | 945775636 | PC | CHARITABLE SUPPORT | $15,000 | |
| FIRST RESORT | |||||||
| 2950 MERCED STREET SUITE 101 | SAN LEANDRO | CA | 945775636 | PC | CHARITABLE SUPPORT | $57,000 | |
| FLORIDA SHERIFFS YOUTH RANCHES INC | |||||||
| PO BOX 2000 | BOYS RANCH | FL | 32064 | PC | CHARITABLE SUPPORT | $5,000 | |
| FOUNDATION FOR TEACHING ECONOMICS | |||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | PC | CHARITABLE SUPPORT | $25,000 | |
| FOUNDATION FOR EXCELLENCE IN EDUCATION | |||||||
| 215 SOUTH MONROE STREET SUITE 420 | TALLAHASSEE | FL | 32301 | PC | CHARITABLE SUPPORT | $10,000 | |
| FOUNDATION FOR EXCELLENCE IN EDUCATION | |||||||
| 215 SOUTH MONROE STREET SUITE 420 | TALLAHASSEE | FL | 32301 | PC | CHARITABLE SUPPORT | $100,000 | |
| FOUNDATION FOR EXCELLENCE IN HIGHER ED | |||||||
| 16 STOCKTON STREET | PRINCETON | NJ | 08540 | PC | CHARITABLE SUPPORT | $1,000,000 | |
| FOUNDATION FOR TEACHING ECONOMICS | |||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | PC | CHARITABLE SUPPORT | $10,000 | |
| FRANKLIN NEWS FOUNDATION | |||||||
| 200 W MADISON ST STE 2100 | CHICAGO | IL | 60606 | PC | CHARITABLE SUPPORT | $5,000 | |
| FREEDOM FOUNDATION | |||||||
| 260 RUSSELL BLVD STE B | DAVIS | CA | 956163839 | PC | CHARITABLE SUPPORT | $5,000 | |
| FRESH LIFELINES FOR YOUTH | |||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | PC | CHARITABLE SUPPORT | $7,000 | |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | PC | CHARITABLE SUPPORT | $5,000 | |
| HEALING HANDS INTERNATIONAL INC | |||||||
| 455 MCNALLY DRIVE | NASHVILLE | TN | 37211 | PC | CHARITABLE SUPPORT | $55,000 | |
| HEARTBEATS OF THE WORLD INC | |||||||
| 880 FIFTH AVENUE | NEW YORK | NY | 10021 | PC | CHARITABLE SUPPORT | $5,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 492429989 | PC | CHARITABLE SUPPORT | $15,000 | |
| INDEPENDENT INSTITUTE | |||||||
| 100 SWAN WAY | OAKLAND | CA | 94501 | PC | CHARITABLE SUPPORT | $25,000 | |
| INJURED MARINE SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD SUITE 102 | OCEANSIDE | CA | 92057 | PC | CHARITABLE SUPPORT | $10,000 | |
| INSTITUTE FOR HUMANE STUDIES | |||||||
| 3434 WASHINGTON BLVD MS 1C5 | ARLINGTON | VA | 22201 | PC | CHARITABLE SUPPORT | $10,000 | |
| INSTITUTE OF WORLD POLITICS | |||||||
| 1521 16TH STREET NW | WASHINGTON | DC | 20036 | PC | CHARITABLE SUPPORT | $10,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | PC | CHARITABLE SUPPORT | $2,000 | |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 200906961 | PC | CHARITABLE SUPPORT | $3,000 | |
| JUDICIAL WATCH INC | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | PC | CHARITABLE SUPPORT | $25,000 | |
| KELSEY | |||||||
| 1161 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | CHARITABLE SUPPORT | $200,000 | |
| LAW ENFORCEMENT LEGAL DEFENSE FUND | |||||||
| 2560 HUNTINGTON AVE STE 100 | ALEXANDRIA | VA | 22303 | PC | CHARITABLE SUPPORT | $5,000 | |
| LAW ENFORCEMENT LEGAL DEFENSE FUND | |||||||
| 2560 HUNTINGTON AVE STE 100 | ALEXANDRIA | VA | 22303 | PC | CHARITABLE SUPPORT | $5,000 | |
| LEAGUE TO SAVE LAKE TAHOE | |||||||
| 2608 LAKE TAHOE BOULEVARD | SOUTH LAKE TAHOE | CA | 96150 | PC | CHARITABLE SUPPORT | $1,000 | |
| LEGACY FOUNDATION | |||||||
| 26 HOLMES WAY | CHARLES TOWN | WV | 25414 | PC | CHARITABLE SUPPORT | $25,000 | |
| LUMIND RESEARCH DOWN SYNDROM FOUNDATION | |||||||
| 225 CEDAR HILL STREET SUITE 200 | MARLBOROUGH | MA | 01752 | PC | CHARITABLE SUPPORT | $3,000 | |
| MACULAR DEGENERATION ASSOCIATION | |||||||
| PO BOX 96162 | WASHINGTON | DC | 200906162 | PC | CHARITABLE SUPPORT | $750 | |
| MADE IN THE STREETS | |||||||
| 409 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | PC | CHARITABLE SUPPORT | $45,000 | |
| MANHATTAN INSTITUTE POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | PC | CHARITABLE SUPPORT | $2,000 | |
| MAYO CLINIC | |||||||
| 13400 EAST SHEA BLVD | SCOTTSDALE | AZ | 85259 | PC | CHARITABLE SUPPORT | $550,000 | |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02254 | PC | CHARITABLE SUPPORT | $10,000 | |
| NANTUCKET DREAMLAND FOUNDATION | |||||||
| PO BOX 989 | NANTUCKET | MA | 02554 | PC | CHARITABLE SUPPORT | $2,500 | |
| NATIONAL INSTITUTE OF SOCIAL SCIENCES | |||||||
| PO BOX 405 | NEW YORK | NY | 10163 | PC | CHARITABLE SUPPORT | $500 | |
| NATIONAL KIDNEY FOUNDATION INC | |||||||
| 30 EAST 33 STREET | NEW YORK | NY | 10016 | PC | CHARITABLE SUPPORT | $5,000 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | PC | CHARITABLE SUPPORT | $200 | |
| NATIONAL RIGHT TO WORK LEGAL DEFENSE FDTN | |||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | PC | CHARITABLE SUPPORT | $10,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 2600 VIRGINIA AVE NW SUITE 1100 | WASHINGTON | DC | 20077 | PC | CHARITABLE SUPPORT | $10,000 | |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YROK | NY | 10023 | PC | CHARITABLE SUPPORT | $1,000,000 | |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | CHARITABLE SUPPORT | $100,000 | |
| PACIFIC RESEARCH INSTITUTE | |||||||
| ONE EMBARCADERO CENTER SUITE 350 | SAN FRANCISCO | CA | 94111 | PC | CHARITABLE SUPPORT | $10,000 | |
| PALM BEACH COUNTY MEDICAL SOCIETY SVCS | |||||||
| 3450 FOREST HILL BLVD SUITE 101 | WEST PALM BEACH | FL | 33406 | PC | CHARITABLE SUPPORT | $15,000 | |
| PALM BEACH SYMPHONY | |||||||
| 400 HIBISCUS ST 100 | WEST PALM BEACH | FL | 33401 | PC | CHARITABLE SUPPORT | $15,000 | |
| PALM BEACH ZOO | |||||||
| 1301 SUMMITT BOULEVARD | WEST PALM BEACH | FL | 334053035 | PC | CHARITABLE SUPPORT | $25,000 | |
| PEBBLE BEACH COMPANY FOUNDATION | |||||||
| 4005 SUNRIDGE ROAD | PEBBLE BEACH | CA | 93953 | PC | CHARITABLE SUPPORT | $5,000 | |
| PARKINSON'S FOUNDATION INC | |||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | PC | CHARITABLE SUPPORT | $10,000 | |
| PENINSULA BIBLE CHURCH | |||||||
| 3505 MIDDLEFIELD ROAD | PALO ALTO | CA | 94303 | PC | CHARITABLE SUPPORT | $20,000 | |
| PLACE OF HOPE INC | |||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | PC | CHARITABLE SUPPORT | $5,000 | |
| PLATTE INSTITUTE FOR ECONOMICRESEARCH INC | |||||||
| 6910 PACIFIC STREET SUITE 216 | OMAHA | NE | 68106 | PC | CHARITABLE SUPPORT | $10,000 | |
| REDWOOD CHURCH | |||||||
| 901 MADISON STREET | REDWOOD CITY | CA | 94061 | PC | CHARITABLE SUPPORT | $20,000 | |
| REDWOOD CHURCH | |||||||
| 901 MADISON STREET | REDWOOD CITY | CA | 94061 | PC | CHARITABLE SUPPORT | $25,000 | |
| REDWOOD CHURCH | |||||||
| 901 MADISON STREET | REDWOOD CITY | CA | 94061 | PC | CHARITABLE SUPPORT | $55,000 | |
| ROCKEFELLER ARCHIVE CENTER | |||||||
| 15 DAYTON AVENUE | SLEEPY HOLLOW | NY | 10591 | PC | CHARITABLE SUPPORT | $10,000 | |
| SALVATION ARMY | |||||||
| 1500 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | PC | CHARITABLE SUPPORT | $25,000 | |
| SAN FRANCISCO GENERAL HOSPITAL FOUNDATION | |||||||
| PO BOX 410836 | SAN FRANCISCO | CA | 941410836 | PC | CHARITABLE SUPPORT | $1,000 | |
| SCALA FOUNDATION | |||||||
| 13 EDGEHILL STREET | PRINCETON | NJ | 08540 | PC | CHARITABLE SUPPORT | $55,000 | |
| SCHOLARLEADERS INTERNATIONAL | |||||||
| 27850 IRMA LEE CIRCLE | LAKE FOREST | IL | 60045 | PC | CHARITABLE SUPPORT | $5,000 | |
| SHAKE-A-LEG MIAMI INC | |||||||
| 2620 S BAYSHORE DR | MIAMI | FL | 331335424 | PC | CHARITABLE SUPPORT | $5,000 | |
| SNOW FOUNDATION | |||||||
| PO BOX 50224 | CLAYTON | MO | 63105 | PC | CHARITABLE SUPPORT | $25,000 | |
| SOUTHEASTERN LEGAL FOUNDATION INC | |||||||
| PO BOX 17454 | WASHINGTOM | DC | 200410454 | PC | CHARITABLE SUPPORT | $10,000 | |
| SP JACKSON FAMILY FOUNDATION | |||||||
| 499 EAST PALMETTO PARK ROAD SUITE | BOCA RATON | FL | 33432 | PC | CHARITABLE SUPPORT | $10,000 | 212 |
| STATE POLICY NETWORK | |||||||
| 1655 NORTH FORT MYER DRIVE SUITE | ARLINGTON | VA | 22209 | PC | CHARITABLE SUPPORT | $10,000 | 360 |
| STREET LIFE MINISTRIES | |||||||
| 901 MADISON AVENUE | REDWOOD CITY | CA | 94061 | PC | CHARITABLE SUPPORT | $25,000 | |
| THORNE ECOLOGICAL INSTITUTE | |||||||
| PO BOX 19107 | BOULDER | CO | 80308 | PC | CHARITABLE SUPPORT | $15,000 | |
| TURNING POINT USA | |||||||
| 217 1/2 ILLINOIS STREET | LEMONT | IL | 60439 | PC | CHARITABLE SUPPORT | $1,000,000 | |
| TURNING POINT USA | |||||||
| 217 1/2 ILLINOIS STREET | LEMONT | IL | 60439 | PC | CHARITABLE SUPPORT | $500,000 | |
| VALLEY CHRISTIAN SCHOOLS | |||||||
| 100 SKYWAY DRIVE | SAN JOSE | CA | 95111 | PC | CHARITABLE SUPPORT | $1,500 | |
| WEST BAY OPERA | |||||||
| 2114 CLINTON AVE APT C | ALAMEDA | CA | 94501 | PC | CHARITABLE SUPPORT | $25,000 | |
| WHITE HERON THEATRE COMPANY | |||||||
| 5 NORTH WATER STREET | NANTUCKET | MA | 02554 | PC | CHARITABLE SUPPORT | $1,000 | |
| WORLD VISION | |||||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | PC | CHARITABLE SUPPORT | $14,000 | |
| WYCLIFF BIBLE TRANSLATORS | |||||||
| P O BOX 620368 | ORLANDO | FL | 328629913 | PC | CHARITABLE SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,998,450 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $385 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,836,527 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,836,912 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,836,912 | TotalIncomeProducingActyAmt |
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 | TAX PREPARATION FEES - PRICEWATERHOUSECOOPERS LLP | CategoryTxt |
| Amt | $11,720 | Amt |
| Net Investment Income | $5,860 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,860 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DELAWARE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 3,536,25 SHARES OF FRANKLIN RESOURCES INC | StockNm |
| EOY Book Value | $37,253 | EOYBookValueAmt |
| EOYFMV | $88,385,257 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - CARTER LAYARD & MILBUM LP | CategoryTxt |
| Legal Fees | $9,160 | LegalFeesAmt |
| Net Investment Income | $4,580 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,580 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES - CSC | CategoryTxt |
| Amt | $392 | Amt |
| Net Investment Income | $196 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $196 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 2019 EXT PAYMENT | $55,000 | $0 | $0 | $0 |
| OTHER TAXES | $234 | $0 | $0 | $0 |
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