CDR JOHNSON FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CDR JOHNSON FAMILY FOUNDATION INC (EIN 83-2805192)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-16
- IRS object ID
- 202140479349100819
- Schema version
- 2019v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-16T20:04:24-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | 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 | 4200 BOHANNON DRIVE SUITE 250 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940251021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832805192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CRISTINA AND CHARLES JOHNSON | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRIS | BusinessNameControlTxt |
| Phone | 6507992000 | 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 JOHNSON | PersonNm |
| Person Title | DIRECTOR, PRESIDENT, TREASURER | PersonTitleTxt |
| Phone | 6507992000 | PhoneNum |
| Signature | 2021-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA L MCINERNEY | PreparerPersonNm |
| PTIN | P00011797 | PTIN |
| Phone | 6508556800 | PhoneNum |
| Preparation | 2021-02-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $16,900,612 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,000,155 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $762,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $762,914 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,763,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $762,914 | 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 | $525 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,442 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,221 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,221 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,092 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,221 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,346 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $711,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $711,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $743,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,221 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $714,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,019,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $759,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $300,000 | CashBOYAmt |
| Cash EOY | $462,607 | CashEOYAmt |
| Cash EOYFMV | $462,607 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,118,046 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $962,205 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $962,205 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $5,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $5,000 | RcvblFromOfficersEOYFMVAmt |
| Prepaid Expenses EOY | $8,056 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,056 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $15,223,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,223,895 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,462,744 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,641,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,661,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,900,612 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,641,786 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,661,763 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,641,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,661,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,641,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,661,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,641,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,019,977 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,661,763 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,661,763 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,880,846 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000559 | DistributionYr1Rt |
| Total Distribution | 0.000559 | TotalDistributionRt |
| Average Distribution | 0.000559 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,702,454 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,896 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,597 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,493 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $714,346 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,597 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,597 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,970 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,970 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,373 | OverpaymentAmt |
| Applied To ES Tax | $8,373 | 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 | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES E JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6507992000 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 E JOHNSON | ||||||||
| 1220 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | DIRECTOR, PRESIDENT, TREAS | 1.00 | $0 | $0 | $0 |
| GREGORY E JOHNSON | ||||||||
| 1220 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | DIRECTOR | 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 |
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 | $16,341,273 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,630,762 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,972,035 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,972,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $269,581 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,702,454 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $885,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $885,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,597 | TotalTaxAmt |
| Distributable Before Adj | $877,526 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $877,526 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $877,526 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $714,346 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $714,346 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,597 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $706,749 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $877,526 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $713,634 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $714,346 | QualifyingDistributionsAmt |
| Applied To Year1 | $713,634 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $712 | 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 | $876,814 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | PC | YALE COLLEGE PARENTS ANNUAL FUND - UNRESTRICTED | $25,000 | |
| SAN FRANCISCO UNIVERSITY HIGH SCHOOL | |||||||
| 3065 JACKSON STREET | SAN FRANCISCO | CA | 94115 | PC | CA STREET (PART OF A 2 YEAR PLEDGE) | $50,000 | |
| HOLY RESURRECTION CHURCH | |||||||
| 26050 KAY AVE | HAYWARD | CA | 94545 | PC | GENERAL SUPPORT | $2,000 | |
| THE LYFORD CAY CLUB CHARITABLE TRUST INC | |||||||
| 6401 LYONS RD | COCONUT CREEK | FL | 33073 | PC | GENERAL SUPPORT | $2,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| PO BOX 80354 | LOS ANGELES | CA | 900999314 | PC | USC 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 DRIVE | BURLINGAME | CA | 94010 | PC | GENERAL SUPPORT | $1,000 | |
| COMMUNITY INITIATIVES | |||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | PC | BEAUTIFUL BOY FUND IS HOSTED BY COMMUNITY INITIATIVES | $100,000 | |
| ADDICTION EDUCATION SOCIETY INC | |||||||
| ONE FRANKLIN PARKWAY BLDG 920 1ST | SAN MATEO | CA | 94403 | PC | GENERAL SUPPORT | $100,000 | FLOOR |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PC | GENERAL SUPPORT | $50,000 | |
| HARVARD UNIVERSITY | |||||||
| PO BOX 419209 | BOSTON | MA | 022419209 | PC | GENERAL SUPPORTGENERAL SUPPORT | $50,000 | |
| STANFORD CANCER DISCOVERY FUND | |||||||
| 485 BROADWAY 4TH FLOOR | REDWOOD CITY | CA | 94063 | PC | GENERAL SUPPORT | $50,000 | |
| ALL STARS HELPING KIDS | |||||||
| 4675 STEVENS CREEK BLVD SUITE 125 | SANTA CLARA | CA | 95051 | PC | GENERAL SUPPORT | $25,000 | |
| CURRIKI | |||||||
| 20660 STEVENS CREEK BLVD 332 | CUPERTINO | CA | 95014 | PC | GENERAL SUPPORT | $25,000 | |
| NORTHFIELD MOUNT HERMON | |||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | PC | GENERAL SUPPORT | $25,000 | |
| MPN FOUNDATION | |||||||
| 180 N MICHIGAN AVENUE SUITE 1870 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $25,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | PC | GENERAL SUPPORT | $15,000 | |
| MILLS PENINSULA HOSPITAL FOUNDATION | |||||||
| 1501 TROUSDALE DRIVE | BURLINGAME | CA | 94010 | PC | GENERAL SUPPORT | $15,000 | |
| CAMINAR SAN MATEO | |||||||
| 2600 S EL CAMINO REAL SUITE 200 | SAN MATEO | CA | 94403 | PC | GENERAL SUPPORT | $10,000 | |
| JUMPSTART | |||||||
| 308 CONGRESS STREET 6TH FLOOR | BOSTON | MA | 02210 | PC | GENERAL SUPPORT | $10,000 | |
| RONALD MCDONALD HOUSE CHARITY | |||||||
| 26345 NETWORK PLACE | CHICAGO | IL | 606731263 | PC | GENERAL SUPPORT | $10,000 | |
| LAS CAMPANAS COMMUNITY FUND | |||||||
| PO BOX 1827 | SANTA FE | NM | 875041827 | PC | GENERAL SUPPORT | $5,000 | |
| LIFE MOVES | |||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | PC | GENERAL SUPPORT | $5,000 | |
| CHP FOUNDATION | |||||||
| 2244 NORTH STATE COLLEGE BLVD | FULLERTON | CA | 92831 | PC | GENERAL SUPPORT | $5,000 | |
| SAN MATEO COUNTY FELLOWSHIP | |||||||
| 2215 S EL CAMINO REAL SUITE 204 | SAN MATEO | CA | 94403 | PC | GENERAL SUPPORT | $3,000 | |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $1,000 | |
| HILLSBOROUGH BEAUTIFICATION FOUNDATION | |||||||
| 1600 FLORIBUNDA AVE | HILLSBOROUGH | CA | 94010 | PC | GENERAL SUPPORT | $1,000 | |
| MARCH OF DIMES | |||||||
| PO BOX 18819 | ATLANTA | GA | 31126 | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $711,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DELTA SAN FRANCISCO-PENINSULA FOUNDATION | ||||||
| 204 EAST SECOND AVENUE 308 | SAN MATEO | CA | 94401 | PC | GENERAL SUPPORT | $2,000 |
| OLYMPIC CLUB FOUNDATION | ||||||
| 524 POST STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $2,000 |
| SAN FRANCISCO UNIVERSITY HIGH SCHOOL | ||||||
| 3065 JACKSON STREET | SAN FRANCISCO | CA | 94115 | PC | GENERAL SUPPORT | $43,499 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | PC | YALE COLLEGE PARENTS ANNUAL FUND - UNRESTRICTED | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $72,499 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $762,914 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $762,914 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $762,914 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES B JOHNSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 SOUTH OCEAN BLVD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,000,155 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | FRANKLIN RESOURCES STOCKS (218,840 SHARES) | NoncashPropertyDesc |
| Fair Market Value | $6,000,155 | FairMarketValueAmt |
| Received | 2019-11-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,442 | Amt |
| Net Investment Income | $3,221 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,221 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ATTORNEY GENERAL OF DELAWARE DOES NOT REQUIRE A COPY OF 990-PF. | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-B, LINE 1A(2) | FormAndLineReferenceDesc |
| Medium Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FRANKLIN RESOURCES, INC. | StockNm |
| EOY Book Value | $21,223,895 | EOYBookValueAmt |
| EOYFMV | $15,462,744 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $525 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments