J SQUARED FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- J SQUARED FAMILY FOUNDATION (EIN 76-0535844)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-08
- IRS object ID
- 202141599349100319
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-08T17:23:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Allen Parkway 20th Floor | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770197100 | 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 | 760535844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J Squared Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN W JOHNSON | InCareOfNm |
| Business Name Control | JSQU | BusinessNameControlTxt |
| Phone | 7136271101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 Essex Lane Ste 400 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W JOHNSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7136271101 | PhoneNum |
| Signature | 2021-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN W | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James Loh | PreparerPersonNm |
| PTIN | P00004200 | PTIN |
| Phone | 7139601706 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $18,792,783 | 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 | $1,413,840 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34,094 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,094 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $224,480 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,480 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $531,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,455,990 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $531,289 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $71,979 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,275,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $789,863 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $20,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,606 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,510 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,510 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $201 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $201 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,317 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $747,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $747,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $769,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,317 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $747,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,506,365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $767,546 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,578,401 | CashBOYAmt |
| Cash EOY | $858,594 | CashEOYAmt |
| Cash EOYFMV | $858,594 | CashEOYFMVAmt |
| Acct Rcvbl | $7,314 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $7,314 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,314 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,038 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $100,061 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,838,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,302,303 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,822,071 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $913,427 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,004,743 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,416,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,181,676 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,792,783 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,416,449 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,181,676 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,416,449 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,181,676 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,416,449 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,181,676 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,416,449 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,506,365 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,922,814 | SubtotalAmt |
| Other Decreases | $741,138 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,181,676 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| B. RILEY 5064 - SHORT TERM | $891,283 | $899,948 | -$8,665 | -$8,665 |
| B. RILEY 5064 - LONG TERM | $1,022,394 | $466,401 | $555,993 | $555,993 |
| FIDELITY 1372 - SHORT TERM | $51,446 | $52,896 | -$1,450 | -$1,450 |
| FIDELITY 1372 - LONG TERM | $490,867 | $505,456 | -$14,589 | -$14,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $531,289 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,669 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,669 | SubtotalAmt |
| Tax Based On Investment Income | $10,669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,218 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $22,718 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,049 | OverpaymentAmt |
| Applied To ES Tax | $12,049 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN W JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136271101 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 ESSEX LANE | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | Yes (true) | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ANN K JOHNSON | ||||||||
| 3900 ESSEX LANE STE 400 | HOUSTON | TX | 77027 | PRESIDENT | 2.0 | $0 | $0 | $0 |
| JOHN W JOHNSON | ||||||||
| 3900 ESSEX LANE STE 400 | HOUSTON | TX | 77027 | SECRETARY/TREASURER | 2.0 | $0 | $0 | $0 |
| CHRISTOPHER B JOHNSON | ||||||||
| 3900 ESSEX LANE STE 400 | HOUSTON | TX | 77027 | VICE PRESIDENT | 2.0 | $0 | $0 | $0 |
| KIMBALL MORINIERE | ||||||||
| 3900 ESSEX LANE STE 400 | HOUSTON | TX | 77027 | VICE PRESIDENT | 2.0 | $0 | $0 | $0 |
| RUTH J MILLER | ||||||||
| 3900 ESSEX LANE STE 400 | HOUSTON | TX | 77027 | VICE PRESIDENT | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,454,330 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,068,853 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,523,183 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,523,183 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $247,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,275,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $813,767 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $813,767 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,669 | TotalTaxAmt |
| Distributable Before Adj | $803,098 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $803,098 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $803,098 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $747,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $747,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $747,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $803,098 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $539,793 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $747,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $539,793 | AppliedToYear1Amt |
| Applied To Current Year | $207,207 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $595,891 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN K JOHNSON | ContributingManagerNm |
| Contributing Manager | JOHN W JOHNSON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Nehemiah Center | ||||||
| 5015 FANNIN STREET | HOUSTON | TX | 77004 | NONE | In Honor of Jay T. Brown | $10,000 |
| Christian Community Service Center | ||||||
| PO BOX 27924 | HOUSTON | TX | 77227 | NONE | Contribution | $5,000 |
| The Rotary Club of Houston Foundation | ||||||
| P0 BOX 22027 | HOUSTON | TX | 77227 | NONE | Contribution | $1,000 |
| Good Samaritan Foundation | ||||||
| 3262 WESTHEIMER RD SUITE 764 | HOUSTON | TX | 77098 | NONE | Contribution | $5,000 |
| Friends Fore Recovery | ||||||
| 49500 MARNE COURT | LA QUINTA | CA | 92253 | NONE | Contribution | $10,000 |
| The First Tee | ||||||
| 425 South Legacy Trail St | Augustine | FL | 32092 | NONE | Fulfillment of commitment | $6,000 |
| Houston Golf Assoc - Gus Wortham | ||||||
| 7000 CAPITOL ST | HOUSTON | TX | 77011 | NONE | Payment on commitment | $25,000 |
| Stages Repertory Theatre | ||||||
| 800 ROSINE ST | HOUSTON | TX | 77019 | NONE | Fulfillment of commitment | $25,000 |
| Houston Arboretum | ||||||
| 4501 WOODWAY DR | HOUSTON | TX | 77024 | NONE | Payment on commitment | $25,000 |
| Community Foundation for Nantucket | ||||||
| PO Box 204 | Nantucket | MA | 02554 | NONE | Payment on commitment to The Nantucket Fund | $50,000 |
| YES Prep Public Schools | ||||||
| 5515 South Loop East Suite B | Houston | TX | 77033 | NONE | Contribution | $2,500 |
| Houston Museum of Natural Science | ||||||
| 5555 Hermann Park Dr | Houston | TX | 77030 | NONE | Contribution | $2,500 |
| KIPP Texas - Houston | ||||||
| 10711 KIPP Way | Houston | TX | 77099 | NONE | COVID-19 & Beyond Fund | $2,500 |
| The First Tee of West Texas | ||||||
| PO Box 53035 | Midland | TX | 79710 | NONE | Contribution | $25,000 |
| REMIND | ||||||
| POBOX 27607 | HOUSTON | TX | 77227 | NONE | Contribution | $2,500 |
| Camp Allen | ||||||
| 18800 FM 362 | NAVASOTA | TX | 77868 | NONE | Contribution | $2,500 |
| Houston Food Bank | ||||||
| 535 Portwall St | Houston | TX | 77029 | NONE | Spirit Food Fund | $2,500 |
| Sconset Trust | ||||||
| Post Office Box 821 | Siasconset | MA | 02564 | NONE | Annual Giving | $7,500 |
| Camp Aranzazu | ||||||
| 5420 LOOP 1781 | ROCKPORT | TX | 78382 | NONE | Contribution | $2,500 |
| Community Foundation for Nantucket | ||||||
| PO Box 204 | Nantucket | MA | 02554 | NONE | Operational Support | $10,000 |
| Rice AthleticsOwl Club | ||||||
| POBOX 1892 | HOUSTON | TX | 77251 | NONE | Contribution | $5,000 |
| Trees For Houston | ||||||
| POBOX 270477 | HOUSTON | TX | 77277 | NONE | Contribution | $2,500 |
| Sconset Chapel | ||||||
| POBOX 400 | SIASCONSET | MA | 02564 | NONE | Contribution | $2,500 |
| Neighborhood Schools | ||||||
| 3900 Essex Lane Suite 1200 | Houston | TX | 77027 | NONE | Contribution | $2,500 |
| Connect Community | ||||||
| 6700 BELLAIRE BLVD | HOUSTON | TX | 77074 | NONE | Contribution | $10,000 |
| Menil Society | ||||||
| 1515 Branard | Houston | TX | 77006 | NONE | Contribution | $5,000 |
| The Rise School of Houston | ||||||
| 5618 H MARK CROSSWELL JR STREET | HOUSTON | TX | 77021 | NONE | Contribution | $2,500 |
| Nantucket Historical Association | ||||||
| POBOX 1016 | NANTUCKET | MA | 02554 | NONE | Annual Fund | $2,500 |
| Amazing Place | ||||||
| 3735 Drexel | Houston | TX | 77027 | NONE | Contribution | $2,500 |
| Boys & Girls Country | ||||||
| 18806 Roberts Road | Hockley | TX | 77447 | NONE | Contribution | $2,500 |
| The Parish School | ||||||
| 11001 HAMMERLY BLVD | HOUSTON | TX | 77043 | NONE | Contribution | $2,500 |
| TIRR Family | ||||||
| 4605 Post Oak Place Suite 222 | Houston | TX | 77027 | NONE | Contribution | $1,000 |
| Archway Academy | ||||||
| 6221 MAIN ST | HOUSTON | TX | 77030 | NONE | Contribution | $2,500 |
| Pebble Beach Company Foundation | ||||||
| POBOX 1767 | PEBBLE BEACH | CA | 93953 | NONE | Contribution | $2,500 |
| Nick Finnegan Counseling Center | ||||||
| 3471 WESTHEIMER RD | HOUSTON | TX | 77027 | NONE | Contribution | $2,500 |
| Scenic Houston | ||||||
| 5615 Kirby Suite 645 | Houston | TX | 77005 | NONE | Contribution | $5,000 |
| Christian Community Service Center | ||||||
| PO BOX 27924 | HOUSTON | TX | 77227 | NONE | Contribution | $4,000 |
| Houston Parks Board | ||||||
| 300 NORTH POST OAK LANE | HOUSTON | TX | 77024 | NONE | Contribution | $5,000 |
| Harmon Family Foundation | ||||||
| 1806 B Nantucket Dr | Houston | TX | 77057 | NONE | Contribution | $5,000 |
| Girls Preparatory School | ||||||
| 205 ISLAND AVENUE | CHATTANOOGA | TN | 37405 | NONE | Contribution | $25,000 |
| Connect Community | ||||||
| 6700 BELLAIRE BLVD | HOUSTON | TX | 77074 | NONE | Contribution | $15,000 |
| Houston Arboretum | ||||||
| 4501 WOODWAY DR | HOUSTON | TX | 77024 | NONE | Final pledge and annual giving | $10,000 |
| Stages Repertory Theatre | ||||||
| 800 ROSINE ST | HOUSTON | TX | 77019 | NONE | Contribution | $5,000 |
| First Tee of Houston | ||||||
| 7000 CAPITOL ST | HUMBLE | TX | 77011 | NONE | Contribution | $10,000 |
| The Menninger Clinic Foundation | ||||||
| 12301 MAIN STREET | HOUSTON | TX | 77035 | NONE | Contribution | $2,500 |
| Families Empowered | ||||||
| 7447 HARWIN DRIVE SUITE 246 | HOUSTON | TX | 77036 | NONE | Contribution | $2,500 |
| St John's School | ||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | NONE | Endowed Fund | $25,000 |
| The First Tee | ||||||
| 425 South Legacy Trail St | Augustine | FL | 32092 | NONE | Contribution | $25,000 |
| Vanderbilt University | ||||||
| PMB 407727 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | Contribution | $50,000 |
| George W Bush Foundation | ||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | NONE | Payment on pledge | $100,000 |
| Houston Methodist Hospital Foundation | ||||||
| 1707 SUNSET BLVD | HOUSTON | TX | 77005 | NONE | Payment on pledge | $100,000 |
| Chinquapin Prep | ||||||
| 2615 E WALLISVILLE ROAD | HIGHLANDS | TX | 77562 | NONE | Operational support | $25,000 |
| Houston Museum of Natural Science | ||||||
| 5555 Hermann Park Dr | Houston | TX | 77030 | NONE | Contribution | $2,500 |
| TX School Venture Fund | ||||||
| 3900 ESSEX LANE SUITE 1200 | HOUSTON | TX | 77027 | NONE | Contribution | $25,000 |
| Sconset Beach Preservation Fund | ||||||
| PO BOX 2279 | NANTUCKET | MA | 02584 | NONE | Contribution | $10,000 |
| Houston Parks Board | ||||||
| 300 NORTH POST OAK LANE | HOUSTON | TX | 77024 | NONE | RO Park Community Center | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $747,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,094 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,480 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $531,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $71,979 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $789,863 | ExclusionAmt |
| Related Or Exempt Function Incm | $71,979 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $861,842 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | REIMBURSEMENT RELATING TO LINE 1A(5), PART VII-B, PAGE 5 OF 2019 FORM 990-PF. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | JOHN AND ANN JOHNSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 ESSEX LANE STE 400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,413,840 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | COMMON STOCK 200 SHS RETA | $40,876 | 2020-01-02 |
| 1 | COMMON STOCK 6,000 SHS ECL | $1,128,690 | 2020-01-07 |
| 1 | COMMON STOCK 400 SHS AAPL 4919 SHS ZION | $244,274 | 2020-10-05 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS | $3,755,878 | $6,218,763 |
| WUNDERLICH | $4,546,425 | $10,603,308 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CONTRIBUTED IN - FMV > BASIS | Desc |
| Amt | $741,138 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $201 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $201 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $71,979 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $20,606 | Amt |
| Net Investment Income | $20,606 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,510 | Amt |
| Net Investment Income | $1,510 | NetInvestmentIncomeAmt |
Comments