THEODORE R & VIVIAN M JOHNSON SCHOLARSHIP FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE R & VIVIAN M JOHNSON SCHOLARSHIP FOUNDATION INC (EIN 31-1613890)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202023159349102452
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T19:22:55-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141918990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMPLETON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 LAKEVIEW AVENUE SUITE 1200 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311613890 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEODORE R AND VIVIAN M | BusinessNameLine1Txt |
| Business Name Line2 | JOHNSON SCHOLARSHIP FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 5616592005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE NO 810 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD KRAUSE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5616592005 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN CHENOWETH | PreparerPersonNm |
| PTIN | P01768153 | PTIN |
| Phone | 5617989988 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.240.243.102 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 20:21:42 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 53027A91396722ECB0FB7542B898948963FC9F03 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 53027A91396722ECB0FB7542B898948963FC9F03 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $230,021,223 | 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 | $48,701,920 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $159,333 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $159,333 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,986,898 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,986,898 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,968,044 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,795,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,968,044 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,775,200 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,775,200 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $61,591,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,889,475 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $784,130 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $106,005 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $678,125 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $182,540 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $52,410 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $130,130 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $143,259 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $28,651 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $114,608 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $66,762 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $66,762 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,688 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,335 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $44,353 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $565,943 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $379,792 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $186,151 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $466,413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $466,413 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $99,465 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $99,465 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $296,711 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $74,178 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $222,533 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $18,788 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $18,788 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,039,365 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,999,273 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,092 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,710,064 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,109,057 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,601,007 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,471,292 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,471,292 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,181,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,109,057 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,072,299 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50,410,039 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,780,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,660,009 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,820,703 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,820,703 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $151,647,020 | CorporateStockBOYAmt |
| Corporate Stock EOY | $201,896,365 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $228,200,520 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $153,307,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $203,717,068 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $230,021,223 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $153,307,029 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $203,717,068 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $153,307,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $203,717,068 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $153,307,029 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $203,717,068 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $153,307,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50,410,039 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $203,717,068 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $203,717,068 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| S/T CAPITAL GAINS - K-1'S | P | 2019-12-31 | $1,170,362 | $1,170,362 | $1,170,362 | |
| L/T CAPITAL GAINS - K-1'S | P | 2019-12-31 | $4,609,281 | $4,609,281 | $4,609,281 | |
| SECTION 1231 - K-1'S | P | 2019-12-31 | $16,120 | $16,120 | $16,120 | |
| OTHER CAPITAL LOSSES - K-1'S | P | 2019-12-31 | -$827,719 | -$827,719 | $827,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,968,044 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,780,746 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $168,389,571 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046207 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,907,686 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $164,497,789 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048072 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,113,740 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $156,129,204 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051968 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,093,273 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $164,088,007 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049323 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,831,115 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $169,460,787 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046212 | DistributionYr5Rt |
| Total Distribution | 0.241782 | TotalDistributionRt |
| Average Distribution | 0.048356 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $203,808,287 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,855,354 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $97,804 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,953,158 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,072,299 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $195,608 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $195,608 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $195,608 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $279,458 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $839,470 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,118,928 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $923,320 | OverpaymentAmt |
| Applied To ES Tax | $100,000 | AppliedToESTaxAmt |
| Refund | $823,320 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JSF.BZ | WebsiteAddressTxt |
| Individual With Books | MR RICHARD A KRAUSE | IndividualWithBooksNm |
| Phone | 5616592005 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE STE 810 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 | Yes (1) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD KRAUSE | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | CFO | 40.00 | $223,996 | $21,653 | $0 |
| R MALCOLM MACLEOD | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | CHAIRMAN/CEO/PRESIDENT/DIR | 40.00 | $329,034 | $32,720 | $0 |
| HUGH BROWN | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | SECRETARY/CONSULTANT/DIREC | 4.00 | $48,700 | $0 | $0 |
| SHERRY SALWAY BLACK | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | CONSULTANT/DIRECTOR | 4.00 | $48,700 | $0 | $0 |
| DAVID BLAIKIE | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | CONSULTANT/DIRECTOR | 4.00 | $48,700 | $0 | $0 |
| ROBERT KRAUSE | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | TREASURER/DIRECTOR | 2.00 | $20,000 | $0 | $0 |
| BEA AWONIYI | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | DIRECTOR | 2.00 | $25,000 | $0 | $0 |
| MIKE J MILLER | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | DIRECTOR | 2.00 | $20,000 | $0 | $0 |
| BILL J CORWIN | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | DIRECTOR | 2.00 | $20,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SHARON WOOD | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | PROGRAM OFFICER & OF | 40.00 | $102,830 | $11,311 | $0 |
| LADY HEREFORD | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | PROGRAM SPECIALIST | 40.00 | $79,710 | $7,995 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES INC | |||||
| PO BOX 83232 | CHICAGO | IL | 60691 | INVESTMENT ADVISORY | $379,792 |
| ADAGE CAPITAL PARTNERS | |||||
| 200 CLARENDON ST 52ND FLOOR | BOSTON | MA | 02116 | INVESTMENT ADVISORY | $282,116 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT | |||||
| 520 MADISON AVE | NEW YORK | NY | 10022 | INVESTMENT ADVISORY | $169,414 |
| FARALLON CAPITAL INSTITUTIONAL PARTNER | |||||
| ONE MARITIME PLAZA SUITE 2100 | SAN FRANCISCO | CA | 94111 | INVESTMENT ADVISORY | $123,032 |
| CAPULA INVESTMENT MANAGEMENT | |||||
| 510 MADISON AVENUE 10TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT ADVISORY | $105,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $202,217,607 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,694,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $206,911,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $206,911,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,103,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $203,808,287 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,190,414 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,190,414 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $195,608 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $195,608 | TotalTaxAmt |
| Distributable Before Adj | $9,994,806 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,994,806 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,994,806 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,072,299 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,072,299 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,072,299 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,994,806 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,012,108 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,072,299 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,012,108 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,191 | 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 | $9,934,615 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS SHARON WOOD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE STE 810 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5616592005 | RecipientPhoneNum |
| Recipient Email Address | WOOD@JSF.BZ | RecipientEmailAddressTxt |
| Form And Info And Materials | TYPEWRITTEN LETTERS DETAILING THE EDUCATIONAL PURPOSE THE FUNDS WILL BE USED IN, THE ULTIMATE BENEFICIARIES OF THE FUNDS, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDS WILL BE PROVIDED TO INSTITUTIONS FOR EDUCATIONAL-RELATED PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AANIIIH NAKODA COLLEGE (FORT BELKNAP) | |||||||||||
| PO BOX 159 | HARLEM | MT | 59526 | NONE | EDUCATIONAL GRANT | $43,200 | |||||
| AMERICAN INDIAN BUSINESS LEADERS | |||||||||||
| GALLAGHER BUSINESS BUILDING SUITE | MISSOULA | MT | 59812 | NONE | EDUCATIONAL GRANT | $77,000 | 250 | ||||
| AMERICAN INDIAN HIGHER EDUCATION COALITION | |||||||||||
| 121 ORONOCO ST | ALEXANDRIA | VA | 22314 | NONE | EDUCATIONAL GRANT | $1,259 | |||||
| BLACKFEET COM COLLEGE | |||||||||||
| 504 SE BOUNDRY STREET | BROWNING | MT | 59417 | NONE | EDUCATIONAL GRANT | $18,975 | |||||
| BOTTOM LINE | |||||||||||
| 50 MILK ST 16TH FLOOR | BOSTON | MA | 02109 | NONE | EDUCATIONAL GRANT | $1,500 | |||||
| CAPE BRETON UNIVERSITY | |||||||||||
| NONE | EDUCATIONAL GRANT | $1,000 | 1250 GRAND LAKE ROAD | SYDNEY | NOVA SCOTIA | CA | |||||
| CAPE FUND LP | |||||||||||
| NONE | MISSION RELATED GRANT | -$95,652 | 759 SQUARE-VICTORIA | MONTREAL | QUEBEC | CA | |||||
| CENTER FOR EFFECTIVE PHILANTHROPHY | |||||||||||
| 675 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | EDUCATIONAL GRANT | $5,000 | |||||
| CHRISTIE COMMUNITY FOUNDATION | |||||||||||
| 9857 ST AUGUSTINE RD SUITE 6 | JACKSONVILLE | FL | 32254 | NONE | EDUCATIONAL GRANT | $22,500 | |||||
| CLARKE SCHOOL FOR HEARING AND SPEECH | |||||||||||
| 9803 OLD ST AUGUSTINE RD 7 | JACKSONVILLE | FL | 32257 | NONE | EDUCATIONAL GRANT | $2,000 | |||||
| COLLEGE FOR KIDS | |||||||||||
| 1896 PALM BEACH LAKES BLVD SUITE | WEST PALM BEACH | FL | 33409 | NONE | EDUCATIONAL GRANT | $175,000 | 103 | ||||
| DALHOUSIE FOUNDATION-DISADVANTAGED | |||||||||||
| NONE | EDUCATIONAL GRANT | $74,435 | PO BOX 15000 | HALIFAX | NOVA SCOTIA | CA | |||||
| DALHOUSIE FOUNDATION-INDIGENOUS | |||||||||||
| NONE | EDUCATIONAL GRANT | $74,435 | PO BOX 15000 | HALIFAX | NOVA SCOTIA | CA | |||||
| EAST STROUDSBERG AREA SCHOOL DISTRICT | |||||||||||
| 50 VINE STREET | EAST STROUDSBERG | PA | 18301 | NONE | EDUCATIONAL GRANT | $100 | |||||
| EAST STROUDSBERG UNIVERSITY FOUNDATION | |||||||||||
| 200 PROSPECT STREET | EAST STROUDSBERG | PA | 18301 | NONE | EDUCATIONAL GRANT | $250 | |||||
| EDUCATION FOUNDATION OF ALACHUA COUNTY | |||||||||||
| 2802 NE 8TH AVE | GAINESVILLE | FL | 32641 | NONE | EDUCATIONAL GRANT | $500 | |||||
| EMPOWHER OF THE PALM BEACHES | |||||||||||
| PO BOX 2717 | WEST PALM BEACH | FL | 33401 | NONE | EDUCATIONAL GRANT | $150 | |||||
| EXPONENT PHILANTHROPHY | |||||||||||
| 1720 N STREET | NEW WASHINGTON | DC | 20036 | NONE | GRANT ALLOWABLE PORTION OF MEMBERSHIP IN PROFESSIONAL ORGANIZATIONS | $500 | |||||
| EYE TO EYE | |||||||||||
| 30 TOMPKINS PLACE | BROOKLYN | NY | 11231 | NONE | EDUCATIONAL GRANT | $1,000 | |||||
| FIRST PEOPLES FUND | |||||||||||
| PO BOX 2977 | RAPID CITY | SD | 57709 | NONE | EDUCATIONAL GRANT | $12,500 | |||||
| FLAGLER COLLEGE | |||||||||||
| 74 KING ST | ST AUGUSTINE | FL | 32084 | NONE | EDUCATIONAL GRANT | $250 | |||||
| FLORIDA AGRICULTURAL & MECHANICAL UNIVERSITY FOUNDATION | |||||||||||
| 625 E TENNESSEE ST SUITE 100 | TALLAHASSEE | FL | 32308 | NONE | EDUCATIONAL GRANT | $220,900 | |||||
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | |||||||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | NONE | EDUCATIONAL GRANT | $11,900 | |||||
| FLORIDA BAPTIST CHILDREN'S HOME | |||||||||||
| 1015 SIKES BLVD | LAKELAND | FL | 33815 | NONE | EDUCATIONAL GRANT | $10,000 | |||||
| FLORIDA GULF COAST UNIVERSITY | |||||||||||
| 10501 FGCU BLVD | FORT MYERS | FL | 33965 | NONE | EDUCATIONAL GRANT | $7,000 | |||||
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | |||||||||||
| UNIVERSITY PARK MARC 531 | MIAMI | FL | 33199 | NONE | EDUCATIONAL GRANT | $25,400 | |||||
| FLORIDA PHILANTHROPIC NETWORK | |||||||||||
| 1211 N WESTSHORE BLVD 314 | TAMPA | FL | 33607 | NONE | GRANT ALLOWABLE PORTION OF MEMBERSHIP IN PROFESSIONAL ORGANIZATIONS | $8,000 | |||||
| FLORIDA POLYTECHNIC UNIVERSITY | |||||||||||
| 4700 RESEARCH WAY | LAKELAND | FL | 33805 | NONE | EDUCATIONAL GRANT | $5,200 | |||||
| FLORIDA SCHOOL FOR THE DEAF AND THE BLIND | |||||||||||
| 207 N SAN MARCO AVENUE | ST AUGUSTINE | FL | 32084 | NONE | EDUCATIONAL GRANT | $500,000 | |||||
| FLORIDA STATE UNIVERSITY FOUNDATION | |||||||||||
| 313 WESTCOTT BUILDING | TALLAHASSEE | FL | 32306 | NONE | EDUCATIONAL GRANT | $15,000 | |||||
| FLORIDA STATE UNIVERSITY SYSTEMDISABLED | |||||||||||
| 600 W COLLEGE AVE | TALLAHASSEE | FL | 32306 | NONE | EDUCATIONAL GRANT | $475,000 | |||||
| FORT LEWIS COLLEGE | |||||||||||
| KROEGER HALL 1000 RIM DR | DURANGO | CO | 81301 | NONE | EDUCATIONAL GRANT | $57,500 | |||||
| GALLAUDET UNIVERSITY | |||||||||||
| 800 FLORIDA AVENUE | NEW WASHINGTON | DC | 20002 | NONE | EDUCATIONAL GRANT | $500,000 | |||||
| GONZAGA UNIVERSITY | |||||||||||
| 502 EAST BOONE AVENUE | SPOKANE | WA | 99258 | NONE | EDUCATIONAL GRANT | $200,000 | |||||
| GRANTMAKERS FOR EDUCATION | |||||||||||
| 720 SW WASHINGTON ST SUITE 605 | PORTLAND | OR | 97205 | NONE | GRANT ALLOWABLE PORTION OF MEMBERSHIP IN PROFESSIONAL ORGANIZATIONS | $1,750 | |||||
| GROVES ACADEMY | |||||||||||
| 3200 MN-100 | ST LOUIS PARK | MN | 55416 | NONE | EDUCATIONAL GRANT | $75,000 | |||||
| INDEPENDENT SECTOR | |||||||||||
| 1602 L STREET NW SUITE 900 | WASHINGTON | DC | 20036 | NONE | EDUCATIONAL GRANT | $500 | |||||
| INSTITUTE OF AMERICAN INDIAN ARTS | |||||||||||
| 83 AVAN NUPO ROAD | SANTA FE | NM | 87508 | NONE | EDUCATIONAL GRANT | $16,750 | |||||
| LAKOTA FUND | |||||||||||
| 1 LAKOTA TRADE CTR 201 | KYLE | SD | 57752 | NONE | EDUCATIONAL GRANT | $100,000 | |||||
| LANDMARK COLLEGE | |||||||||||
| PO BOX 820 | PUTNEY | VT | 05346 | NONE | EDUCATIONAL GRANT | $100,000 | |||||
| LANDMARK EAST SCHOOL | |||||||||||
| NONE | EDUCATIONAL GRANT | $250 | 708 MAIN STREET | WOLFVILLE | NOVA SCOTIA | CA | |||||
| MARRIOTT FOUNDATION FOR PEOPLE WITH DISABILITIES | |||||||||||
| 10400 FERNWOOD RD | BETHESDA | MD | 20817 | NONE | EDUCATIONAL GRANT | $152,000 | |||||
| MINNESOTA DIVERSIFIED INDUSTRIES | |||||||||||
| 3501 BROADWAY ST 100 | MINNEAPOLIS | MN | 55413 | NONE | EDUCATIONAL GRANT | $25,000 | |||||
| MOUNT ALLISON UNIVERSITY | |||||||||||
| NONE | EDUCATIONAL GRANT | $18,799 | 62 YORK ST | SACKVILLE | NEW BRUNSWICK | CA | |||||
| MOUNT SAINT VINCENT UNIVERSITY | |||||||||||
| NONE | EDUCATIONAL GRANT | $7,500 | 166 BEDFORD HIGHWAY | HALIFAX | NOVA SCOTIA | CA | |||||
| NATIONAL CONGRESS OF AMERICAN INDIANS | |||||||||||
| 1516 P ST NW | WASHINGTON | DC | 20005 | NONE | EDUCATIONAL GRANT | $1,500 | |||||
| NATIONAL INDIAN CHILD WELFARE ASSOCIATION | |||||||||||
| 5100 SW MACADAM AVE 300 | PORTLAND | OR | 97239 | NONE | EDUCATIONAL GRANT | $500 | |||||
| NATIONAL ORGANIZATION ON DISABILITIES | |||||||||||
| 77 WATER ST 204 | NEW YORK | NY | 10005 | NONE | EDUCATIONAL GRANT | $1,000 | |||||
| NATIVITY BOSTON | |||||||||||
| 39 LAMARTINE ST | BOSTON | MA | 02130 | NONE | EDUCATIONAL GRANT | $50,000 | |||||
| NEW COLLEGE FOUNDATION | |||||||||||
| 5800 BAY SHORE RD | SARASOTA | FL | 34243 | NONE | EDUCATIONAL GRANT | $3,600 | |||||
| NORTHEASTERN STATE UNIVERSITY FOUNDATION | |||||||||||
| 812 CEDAR AVE | TAHLEQUAH | OK | 74464 | NONE | EDUCATIONAL GRANT | -$1,250 | |||||
| NORTHERN ARIZONA UNIVERSITY FOUNDATION | |||||||||||
| PO BOX 4094 BLDG 10 | FLAGSTAFF | AZ | 86011 | NONE | EDUCATIONAL GRANT | $97,910 | |||||
| NORTHWEST INDIAN COLLEGE | |||||||||||
| 2522 KWINA RD | BELLINGHAM | WA | 98226 | NONE | EDUCATIONAL GRANT | $90,000 | |||||
| NSCC FOUNDATION | |||||||||||
| 120 WHITE BRIDGE RD | NASHVILLE | TN | 37209 | NONE | EDUCATIONAL GRANT | $15,000 | |||||
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||||||
| 400 S MONROE STREET | STILLWATER | OK | 74074 | NONE | EDUCATIONAL GRANT | $3,188 | |||||
| OLMSTED CENTER | |||||||||||
| 1170 MAIN STREET | BUFFALO | NY | 14209 | NONE | EDUCATIONAL GRANT | $50,000 | |||||
| PADEN CITY FOUNDATION | |||||||||||
| PO BOX 233 | PADEN CITY | WV | 26159 | NONE | EDUCATIONAL GRANT | $750 | |||||
| PALM BEACH ATLANTIC UNIVERSITY | |||||||||||
| 1301 S OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | NONE | EDUCATIONAL GRANT | $1,380,000 | |||||
| PATHWAYS TO EDUCATION CANADA | |||||||||||
| NONE | EDUCATIONAL GRANT | $131,000 | 439 UNIVERSITY AVE 600 | TORONTO | TORONTO | CA | |||||
| PERKINS | |||||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | NONE | EDUCATIONAL GRANT | $75,000 | |||||
| PROSPERITY NOW | |||||||||||
| 1200 G STREET NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | EDUCATIONAL GRANT | $1,750 | |||||
| RAINIER SCHOLARS | |||||||||||
| 2100 24TH AVE S 360 | SEATTLE | WA | 98144 | NONE | EDUCATIONAL GRANT | $2,000 | |||||
| SANTA FE COLLEGE FOUNDATION | |||||||||||
| 3000 NW 83 STREET | GAINESVILLE | FL | 32606 | NONE | EDUCATIONAL GRANT | $18,500 | |||||
| SCHOLARSHIP AMERICA-UPS | |||||||||||
| 4960 VIKING DRIVE SUITE 110 | EDINA | MN | 55435 | NONE | EDUCATIONAL GRANT | $1,100,000 | |||||
| SCOPE HAS A DREAM | |||||||||||
| PO BOX 1004 | HEALDSBURG | CA | 95448 | NONE | EDUCATIONAL GRANT | $7,500 | |||||
| SONOMA STATE UNIVERSITY | |||||||||||
| 1801 E COTATI AVE | ROHNERT PARK | CA | 94928 | NONE | EDUCATIONAL GRANT | $50,000 | |||||
| SOUTHWESTERN INDIAN POLYTECHNIC INSTITUTE | |||||||||||
| 9169 COORS BLVD NW | ALBUQUEREUE | NM | 87120 | NONE | EDUCATIONAL GRANT | $51,000 | |||||
| STAR CENTER CHILDRENS' THEATRE | |||||||||||
| 11 NE 23RD AVENUE | GAINESVILLE | FL | 32609 | NONE | EDUCATIONAL GRANT | $500 | |||||
| THE ACADEMY AT CHARLEMONT | |||||||||||
| 1359 MA-2 | CHARLEMONT | MA | 01339 | NONE | EDUCATIONAL GRANT | $17,000 | |||||
| THE KING'S ACADEMY | |||||||||||
| 8401 BELVEDERE ROAD | WEST PALM BEACH | FL | 33411 | NONE | EDUCATIONAL GRANT | $2,500 | |||||
| THE LAKOTA FUND | |||||||||||
| 1 LAKOTA TRADE CTR 201 | KYLE | SD | 57752 | NONE | EDUCATIONAL GRANT | $1,000 | |||||
| THE SCHOOL DISTRICT OF PALM BEACH COUNTY | |||||||||||
| 1790 NW SPANISH RIVER BLVD | BOCA RATON | FL | 33431 | NONE | EDUCATIONAL GRANT | $110,350 | |||||
| THE SIR CHRISTOPHER ONDAATJE THEATRE FOUNDATION | |||||||||||
| NONE | EDUCATIONAL GRANT | $1,000 | 22 PLEASANT ST | CHESTER | NOVA SCOTIA | CA | |||||
| ULSTER COMMUNITY COLLEGE FOUNDATION | |||||||||||
| 491 COTTEKILL RD | STONE RIDGE | NY | 12484 | NONE | EDUCATIONAL GRANT | $50,400 | |||||
| UNITED WAY OF PALM BEACH COUNTY | |||||||||||
| 477 S ROSEMARY AVE 230 | WEST PALM BEACH | FL | 33401 | NONE | EDUCATIONAL GRANT | $52,000 | |||||
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION-DISABLED | |||||||||||
| 12424 RESEARCH PARKWAY SUITE 250 | ORLANDO | FL | 32826 | NONE | EDUCATIONAL GRANT | $17,000 | |||||
| UNIVERSITY OF COLORADO FOUNDATION | |||||||||||
| 1800 GRANT STREET | DENVER | CO | 80203 | NONE | EDUCATIONAL GRANT | $2,000 | |||||
| UNIVERSITY OF FLORIDA FOUNDATION-DISABLED | |||||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32603 | NONE | EDUCATIONAL GRANT | $18,000 | |||||
| UNIVERSITY OF NORTH FLORIDA FOUNDATION | |||||||||||
| 1 UNF DRIVE BLDG 58 E SUITE 2309 | JACKSONVILLE | FL | 32216 | NONE | EDUCATIONAL GRANT | $108,500 | |||||
| UNIVERSITY OF SOUTH FLORIDA FOUNDATION-DISABLED | |||||||||||
| 11000 UNIVERSITY PARKWAY | PENSACOLA | FL | 32514 | NONE | EDUCATIONAL GRANT | $10,200 | |||||
| UNIVERSITY OF WEST FLORIDA | |||||||||||
| 11000 UNIVERSITY PARKWAY | PENSACOLA | FL | 32514 | NONE | EDUCATIONAL GRANT | $2,543 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,471,292 | 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 | $159,333 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,986,898 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $690,798 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $4,968,044 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| OTHER INVESTMENT INCOME/(LOSS) FROM K-1'S | 18 | $3,939,993 |
| ORDINARY INCOME/(LOSS) FROM K-1'S | 18 | $144,409 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,837,029 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,052,446 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,889,475 | 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 | 8 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THEODORE R JOHNSON CHARITABLE REMAINDER UNITRUST | |||||||
| 1 | 150 E 8TH ST | CLAREMONT | CA | 917113910 | $1,210,429 | Yes (X) | |
| THEODORE R JOHNSON CHARITABLE REMAINDER UNITRUST | |||||||
| 2 | 150 E 8TH ST | CLAREMONT | CA | 917113910 | $47,491,491 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | INVESTMENTS | NoncashPropertyDesc |
| Fair Market Value | $47,491,491 | FairMarketValueAmt |
| Received | 2019-02-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TEMPLETON & COMPANY, LLP | CategoryTxt |
| Amt | $46,688 | Amt |
| Net Investment Income | $2,335 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $44,353 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UNITED STATES EQUITIES | $57,658,990 | $63,344,803 |
| NON-UNITED STATES EQUITIES | $64,659,400 | $74,796,616 |
| ALTERNATIVE NON MARKETABLE EQUITY ENTITIES | $37,372,055 | $35,621,810 |
| PRIVATE EQUITY ENTITIES AND VENTURE CAPITAL | $17,343,233 | $27,298,776 |
| INFLATION PROTECTION MANAGERS | $8,435,515 | $9,333,501 |
| FIXED INCOME | $16,427,172 | $17,805,014 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $66,762 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $66,762 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL ASSOCIATIONS | $3,030 | $0 | $3,030 |
| OFFICE EXPENSES | $31,447 | $0 | $31,447 |
| INSURANCE | $5,615 | $0 | $5,615 |
| PORTFOLIO DEDUCTIONS FROM K-1'S | $12,298 | $12,298 | $0 |
| OTHER DEDUCTIONS FROM K-1'S | $1,415,517 | $1,415,517 | $0 |
| INVESTMENT EXPENSE FROM K-1'S | $305,023 | $305,023 | $0 |
| ROYALTY EXPENSES FROM K-1'S | $266,435 | $266,435 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME FROM K-1'S | $690,798 | $690,798 | $690,798 |
| OTHER INVESTMENT INCOME/(LOSS) FROM K-1'S | $3,939,993 | $3,939,993 | $3,939,993 |
| ORDINARY INCOME/(LOSS) FROM K-1'S | $144,409 | $144,409 | $144,409 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $565,943 | Amt |
| Net Investment Income | $379,792 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $186,151 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1S FOREIGN TAXES | $144,317 | $144,317 | $0 |
| TAXES | $322,096 | $322,096 | $0 |
Comments