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WILLARD T C JOHNSON FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WILLARD T C JOHNSON FOUNDATION INC (EIN 13-2993310)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202133159349103113
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T15:14:44-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172703ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN132993310EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Willard TC Johnson Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% EISNER ADVISORY GROUP LLCInCareOfNm
Business Name ControlWILLBusinessNameControlTxt
Phone2123227500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1The Johnson Co 610 FIFTH AVE 2FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHERESA ALTOBELLIPersonNm
Person TitleCFOPersonTitleTxt
Phone2123327500PhoneNum
Signature2021-11-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHERESAPersonFirstNm
Person LastALTOBELLIPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHANIE HINESPreparerPersonNm
PTINP00191243PTIN
Phone2129498700PhoneNum
Preparation2021-11-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$78,330,546FMVAssetsEOYAmt
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$10,490InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,490InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,179,549DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,179,549DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$251,073NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$251,073GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$251,073CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$13OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,441,125TotalRevAndExpnssAmt
Total Net Invst Incm$3,441,125TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$35,471AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$17,735AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$17,736AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$40,975OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$40,975OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$360,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$17,214OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,714OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,500OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$453,660TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$74,424TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19,236TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,500,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,500,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,953,660TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$74,424TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,519,236TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$487,465ExcessRevenueOverExpensesAmt
Net Investment Income$3,366,701NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,742,429CashBOYAmt
Cash EOY$2,253,544CashEOYAmt
Cash EOYFMV$2,253,544CashEOYFMVAmt
Sav And Temp Cash Invst BOY$736,311SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,311,175SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,311,175SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$31,507,468CorporateStockBOYAmt
Corporate Stock EOY$31,507,469CorporateStockEOYAmt
Corporate Stock EOYFMV$62,260,947CorporateStockEOYFMVAmt
Other Investments BOY$12,103,395OtherInvestmentsBOYAmt
Other Investments EOY$12,504,880OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,504,880OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Total Assets BOY$47,089,603TotalAssetsBOYAmt
Total Assets EOY$47,577,068TotalAssetsEOYAmt
Total Assets EOYFMV$78,330,546TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$47,089,603CapitalStockBOYAmt
Capital Stock EOY$47,577,068CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$47,089,603TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$47,577,068TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$47,089,603TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$47,577,068TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$47,089,603TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$487,465ExcessRevenueOverExpensesAmt
Subtotal$47,577,068SubtotalAmt
Tot Net Ast Or Fund Balances EOY$47,577,068TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$251,073CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$46,797InvestmentIncomeExciseTaxAmt
Subtotal$46,797SubtotalAmt
Tax Based On Investment Income$46,797TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$36,415EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$25,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$61,415TotalPaymentsAndCreditsAmt
Es Penalty$129EsPenaltyAmt
Overpayment$14,489OverpaymentAmt
Applied To ES Tax$14,489AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128916046PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
IRA AKSELRAD
The Johnson Co 610 FIFTH AVE 2FLNEW YORKNY10020VICE PRESIDENT0.25$0$0$0
CHRISTOPHER W JOHNSON
C/O THE JOHNSON CO INC 610 5TH AVENEW YORKNY10020CHAIRMAN/PRES0.25$0$0$0610 Fifth Ave 2nd Fl
LAUREN HOWARD
C/O THE JOHNSON CO INC 610 5TH AVENEW YORKNY10020SECRETARY0.25$0$0$0610 Fifth Ave 2nd Fl
Kenneth J Drummond
The Johnson Co 610 FIFTH AVE 2FLNEW YORKNY10020Treasurer0.25$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$54,098,737AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,029,135AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$10,856,249FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$68,984,121TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$68,984,121AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,034,762CashDeemedCharitableAmt
Net Vl Noncharitable Assets$67,949,359NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,397,468MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,397,468MinimumInvestmentReturnAmt
Tax Based On Investment Income$46,797TaxBasedOnInvestmentIncomeAmt
Total Tax$46,797TotalTaxAmt
Distributable Before Adj$3,350,671DistributableBeforeAdjAmt
Distributable Before Ded$3,350,671DistributableBeforeDedAmt
Distributable As Adjusted$3,350,671DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,519,236ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,519,236QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,519,236AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,350,671DistributableAsAdjustedAmt
Undistributed Income PY$2,417,469UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,519,236QualifyingDistributionsAmt
Applied To Year1$2,417,469AppliedToYear1Amt
Applied To Current Year$101,767AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$3,248,904UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHRISTOPHER W JOHNSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1610 fifth avenueAddressLine1Txt
Citynew yorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2123327500RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNO SPECIFIC DEADLINESubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS EXCEPT THAT THE ORGANIZATIONS MUST BE LISTED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
middlesex county college foundation inc
2600 woodbridge avenueedisonNJ08818nonePCgeneral support$150,000
THE JOHNSON CENTER FOR CHILD HEALTH & DEVELOPMENT
1700 RIO GRAND STREET SUITE 200AUSTINTX78701nonePCgeneral support$600,000
The Nature Conservancy in New Jersey
200 Pottersville RoadChesterNJ07930nonePCgeneral Support$1,000,000
ALLIANCE FOR LUPUS RESEARCH INC
28 WEST 44TH STREET SUITE 501NEW YORKNY10036NONEPCGENERAL SUPPORT$750,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,500,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,490ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,179,549ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$13ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$251,073ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,441,125ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,441,125TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$35,471Amt
Net Investment Income$17,735NetInvestmentIncomeAmt
Disbursements Charitable Prps$17,736DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JOHNSON & JOHNSON CO$267,758$21,529,584
ISHARES CORE S&P 500 ETF$24,998,871$33,461,514
ISHARES CORE S&P MID-CAP ETF$3,117,265$3,719,109
ISHARES CORE S&P SMALL CAP ETF$3,123,575$3,550,740

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJOHNSON PFIV LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$12,504,880BookValueAmt
EOYFMV$12,504,880EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
JOHNSON PFIV LLC-INVEST EXP$15,714$15,714
FILING FEE$1,500$1,500

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Descclass action settlementsDesc
Revenue And Expenses Per Books$13RevenueAndExpensesPerBooksAmt
Net Investment Income$13NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT/CUSTODY FEESCategoryTxt
Amt$40,975Amt
Net Investment Income$40,975NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategoryTxt
Amt$360,000Amt

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