J SQUARED FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- J SQUARED FAMILY FOUNDATION (EIN 76-0535844)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349103063
- 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
- 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 | 2020-11-16T11:52:54-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 POST OAK BLVD STE 2400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | 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) |
|---|---|---|
| Business Name Control | JSQU | BusinessNameControlTxt |
| Phone | 7136273303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 ESSEX LANE NO 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 | 7136273303 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUBEN RODRIGUEZ | PreparerPersonNm |
| PTIN | P01338769 | PTIN |
| Phone | 7136253500 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.198.30.237 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 15:38:02 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2ED5FA6CBD3681D932F4116D9EECEFD06B66A2E2 | 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 | $15,253,862 | 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 | $1,148,514 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $46,094 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46,094 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $265,812 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $265,812 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,611,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,940 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,317 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $97 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,620,677 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $450,943 | 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 |
| Accounting Fees Rev And Expnss | $8,471 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,236 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,235 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,015 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,686 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,686 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $154 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,340 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,091 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,249 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $693,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $693,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $720,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,091 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $697,539 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $900,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $427,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,045 | CashBOYAmt |
| Cash EOY | $1,578,401 | CashEOYAmt |
| Cash EOYFMV | $1,578,401 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $477,768 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $8,528,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,838,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,675,461 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $769 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,010,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,416,449 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,253,862 | 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 | $9,010,540 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,416,449 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,010,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,416,449 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,010,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,416,449 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,010,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $900,047 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,910,587 | SubtotalAmt |
| Other Decreases | $494,138 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,416,449 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2019-12-31 | $93,042 | $121,206 | -$28,164 | -$28,164 | |
| PUBLICLY TRADED SECURITIES | 2019-12-31 | $296,779 | $296,295 | $484 | $484 | |
| PUBLICLY TRADED SECURITIES | 2019-12-31 | $1,038,366 | $1,129,173 | -$90,807 | -$90,807 | |
| PUBLICLY TRADED SECURITIES | 2019-12-31 | $2,061,972 | $1,868,833 | $193,139 | $193,139 | |
| PUBLICLY TRADED SECURITIES | 2019-12-31 | $121,596 | $57,321 | $64,275 | $64,275 | |
| GAIN ON SALE OF CBC | 2019-12-31 | $13 | $13 | $13 | D |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,940 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $524,070 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,311,291 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042568 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $374,453 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,587,822 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035366 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $302,717 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,434,658 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040717 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $253,163 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,723,741 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044230 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $171,430 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,242,916 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032697 | DistributionYr5Rt |
| Total Distribution | 0.195578 | TotalDistributionRt |
| Average Distribution | 0.039116 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,495,198 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $566,994 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,279 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $571,273 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $697,539 | 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 | $4,279 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,279 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,279 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,497 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,497 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,218 | OverpaymentAmt |
| Applied To ES Tax | $15,218 | 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 | TX | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN W JOHNSON | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (1) | 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 (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 | HOUSTON | TX | 77027 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JOHN W JOHNSON | ||||||||
| 3900 ESSEX LANE | HOUSTON | TX | 77027 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER B JOHNSON | ||||||||
| 3900 ESSEX LANE | HOUSTON | TX | 77027 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KIMBALL MORINIERE | ||||||||
| 3900 ESSEX LANE | HOUSTON | TX | 77027 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| RUTH J MILLER | ||||||||
| 3900 ESSEX LANE | HOUSTON | TX | 77027 | VICE PRESIDENT | 2.00 | $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 | $13,788,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $927,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $521 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,715,937 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,715,937 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $220,739 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,495,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $724,760 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $724,760 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,279 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,279 | TotalTaxAmt |
| Distributable Before Adj | $720,481 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $720,481 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $720,481 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $697,539 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $697,539 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,279 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $693,260 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $720,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $516,851 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $697,539 | QualifyingDistributionsAmt |
| Applied To Year1 | $516,851 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $180,688 | 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 | $539,793 | 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) |
|---|---|---|
| Contributing Manager | ANN K JOHNSON | ContributingManagerNm |
| Contributing Manager | JOHN W JOHNSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALF | |||||||
| 3101 RICHMOND AVE SUITE 140 | HOUSTON | TX | 77098 | NONE | PC | ANNUAL GIVING (XI) | $500 |
| ARCHWAY ACADEMY | |||||||
| 6221 MAIN ST | HOUSTON | TX | 77030 | NONE | PC | CONTRIBUTION | $2,500 |
| CAMP ALLEN | |||||||
| 18800 FM 362 | NAVASOTA | TX | 77868 | NONE | PC | CONTRIBUTION | $2,450 |
| CAMP ARANZAZU | |||||||
| 5420 LOOP 1781 | ROCKPORT | TX | 783827622 | NONE | PC | CONTRIBUTION | $2,500 |
| CHINQUAPIN PREP | |||||||
| 2615 E WALLISVILLE ROAD | HIGHLANDS | TX | 77562 | NONE | PC | CONTRIBUTION | $2,500 |
| CHINQUAPIN PREP | |||||||
| 2615 E WALLISVILLE ROAD | HIGHLANDS | TX | 77562 | NONE | PC | CAPITAL GIFT COMMITMENT | $25,000 |
| CHRISTIAN COMMUNITY SERVICE CENTER | |||||||
| PO BOX 27924 | HOUSTON | TX | 772277924 | NONE | PC | CONTRIBUTION | $450 |
| CONNECT COMMUNITY | |||||||
| 6700 BELLAIRE BLVD | HOUSTON | TX | 77074 | NONE | PC | CONTRIBUTION | $25,000 |
| DISCOVER U | |||||||
| POBOX 4059 | HOUSTON | TX | 77210 | NONE | PC | CONTRIBUTION | $2,500 |
| FAMILIES EMPOWERED | |||||||
| 7447 HARWIN DRIVE SUITE 246 | HOUSTON | TX | 77036 | NONE | PC | CONTRIBUTION | $2,500 |
| FOUNDATION FOR GLOBALLY COMPETITIVE TX | |||||||
| 515 CONGRESS AVENUE | HOUSTON | TX | 78701 | NONE | PC | CONTRIBUTION | $2,500 |
| FOUNDATION FOR TEEN HEALTH | |||||||
| 2726 BISSONNET ST 240-168 | HOUSTON | TX | 77005 | NONE | PC | CONTRIBUTION | $2,500 |
| FRIENDS FORE RECOVERY | |||||||
| 7420 WHITEPINE RD2200 | RICHMOND | VA | 23237 | NONE | PC | CONTRIBUTION | $10,000 |
| GEORGE W BUSH FOUNDATION | |||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | NONE | PC | EDUCATIONAL REFORM | $75,000 |
| GIRLS PREPARATORY SCHOOL | |||||||
| 205 ISLAND AVENUE | CHATTANOOGA | TN | 37405 | NONE | PC | CONTRIBUTION | $25,000 |
| GOOD SAMARITAN FOUNDATION | |||||||
| 3262 WESTHEIMER RD SUITE 764 | HOUSTON | TX | 77098 | NONE | PC | PEARL BALL | $5,000 |
| HOBBY CENTER FOUNDATION | |||||||
| 800 BAGBY SUITE 300 | HOUSTON | TX | 77002 | NONE | PC | VIP DONOR PROGRAM | $5,090 |
| HOUSTON ARBORETUM | |||||||
| 4501 WOODWAY DR | HOUSTON | TX | 77024 | NONE | PC | CAPITAL GIFT COMMITMENT | $25,000 |
| HOUSTON GOLF ASSOCIATION | |||||||
| 77000 CAPITOL ROAD | HOUSTON | TX | 77011 | NONE | PC | GUS WORTHAM PROJECT | $25,000 |
| HOUSTON GOLF ASSOCIATION | |||||||
| 77000 CAPITOL ROAD | HOUSTON | TX | 77011 | NONE | PC | GUS WORTHAM PROJECT | $37,500 |
| HOUSTON METHODIST HOSPITAL FOUNDATION | |||||||
| 1707 SUNSET BLVD | HOUSTON | TX | 77005 | NONE | PC | ANN KIMBAL AND JOHN W JOHNSON CENTER FOR CELLULAR THERAPEUTICS | $75,000 |
| HOUSTON METHODIST HOSPITAL FOUNDATION | |||||||
| 1707 SUNSET BLVD | HOUSTON | TX | 77005 | NONE | PC | CONTRIBUTION | $1,000 |
| HOUSTON MUSUEM OF NATURAL SCIENCE | |||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | NONE | PC | CONTRIBUTION | $2,000 |
| HOUSTON PARKS BOARD | |||||||
| 300 NORTH POST OAK LANE | HOUSTON | TX | 77024 | NONE | PC | CONTRIBUTION | $5,000 |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| POBOX 1016 | NANTUCKET | MA | 025541016 | NONE | PC | CONTRIBUTION | $2,500 |
| NEHEMIAH CENTER | |||||||
| 5015 FANNIN STREET | HOUSTON | TX | 77004 | NONE | PC | IN THE HONOR OF JAY T. BROWN | $10,000 |
| NICK FINNEGAN COUNSELING CENTER | |||||||
| 2714 JOANEL ST | HOUSTON | TX | 77027 | NONE | PC | CONTRIBUTION | $2,500 |
| PEBBLE BEACH COMPANY FOUNDATION | |||||||
| POBOX 1767 | PEBBLE BEACH | CA | 93953 | NONE | PC | CONTRIBUTION | $5,000 |
| PROJECT GRAD | |||||||
| 3200 MAIN STREET SUITE 701A | HOUSTON | TX | 77002 | NONE | PC | PAYMENT ON COMMITMENT | $10,000 |
| REMIND | |||||||
| POBOX 27607 | HOUSTON | TX | 77227 | NONE | PC | CONTRIBUTION | $2,500 |
| REVISION | |||||||
| 6856 BELLAIRE BLVD | HOUSTON | TX | 77074 | NONE | PC | CONTRIBUTION | $2,500 |
| RICE ATHLETICSOWL CLUB | |||||||
| POBOX 1892 | HOUSTON | TX | 772511892 | NONE | PC | CONTRIBUTION | $5,000 |
| RICE UNIVERSITY ATHLETICS- RICE GOLF | |||||||
| POBOX 1892 | HOUSTON | TX | 772511892 | NONE | PC | CONTRIBUTION | $5,000 |
| RONALD MCDONALD HOUSE | |||||||
| 1907 HOLCOMBE BOULEVARD | HOUSTON | TX | 77030 | NONE | PC | CONTRIBUTION | $2,500 |
| SCIENCE HOUSTON | |||||||
| 5615 KIRBY DRIVE SUITE 645 | HOUSTON | TX | 77005 | NONE | PC | CONTRIBUTION | $10,000 |
| SCIENCE HOUSTON | |||||||
| 5615 KIRBY DRIVE SUITE 645 | HOUSTON | TX | 77005 | NONE | PC | CONTRIBUTION | $5,000 |
| SCONSET CHAPEL | |||||||
| POBOX 400 | SIASCONSET | MA | 02564 | NONE | PC | IMO MARIANNE FELCH | $1,000 |
| SERENITY RETREAT | |||||||
| 953 MEMORY LANE | BELLVILLE | TX | 77418 | NONE | PC | CONTRIBUTION | $2,500 |
| ST JOHN'S SCHOOL | |||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | NONE | PC | FINANCIAL AID ENDOWMENT | $500 |
| ST JOHN'S SCHOOL | |||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | NONE | PC | FINANCIAL AID ENDOWMENT | $25,000 |
| ST LUKE'S UMC | |||||||
| 3741 WESTHEIMER ROAD | HOUSTON | TX | 77027 | NONE | PC | CHRISTMAS OFFERING-AMAZING PLACE | $10,000 |
| STAGES REPERTORY THEATRE | |||||||
| 3201 ALLEN PARKWAY SUITE 101 | HOUSTON | TX | 77019 | NONE | PC | CAPITAL GIFT COMMITMENT | $25,000 |
| STAGES REPERTORY THEATRE | |||||||
| 3201 ALLEN PARKWAY SUITE 101 | HOUSTON | TX | 77019 | NONE | PC | ADDITIONAL PAYMENT ON COMMITMENT | $25,000 |
| TARGET HUNGER | |||||||
| 1260 SHOTWELL ST | HOUSTON | TX | 77020 | NONE | PC | CONTRIBUTION | $2,500 |
| TEACH FOR AMERICA | |||||||
| 2 GREENWAY PLAZA SUITE 500 | HOUSTON | TX | 77046 | NONE | PC | IN THE HONOR OF GUILL'S | $10,000 |
| TEACH FOR AMERICA | |||||||
| 2 GREENWAY PLAZA SUITE 500 | HOUSTON | TX | 77046 | NONE | PC | CONTRIBUTION | $10,000 |
| TEXAS HEART INSTITUTE | |||||||
| POBOX 20345 | HOUSTON | TX | 772250345 | NONE | PC | CONTRIBUTION | $1,000 |
| TEXAS SCHOOL VENTURE FUND | |||||||
| 3900 ESSEX LANE SUITE 1200 | HOUSTON | TX | 77027 | NONE | PC | CONTRIBUTION | $25,000 |
| THE CHURCH OF GOOD SHEPHERD | |||||||
| 315 NORTH CEDDAR STREET | LINCOLNTON | NC | 28092 | NONE | PC | CONTRIBUTION | $1,000 |
| THE FIRST TEE OF GREATER HOUSTON | |||||||
| 5810 WILSON RD SUITE 112 | HUMBLE | TX | 77396 | NONE | PC | PAYMENT ON PLEDGE | $25,000 |
| THE FIRST TEE OF GREATER HOUSTON | |||||||
| 5810 WILSON RD SUITE 112 | HUMBLE | TX | 77396 | NONE | PC | CONTRIBUTION | $2,500 |
| THE FIRST TEE OF GREATER HOUSTON | |||||||
| 5810 WILSON RD SUITE 112 | HUMBLE | TX | 77396 | NONE | PC | CONTRIBUTION | $8,800 |
| THE GOLF CLUB OF TN SCHOLARSHIP FUND | |||||||
| 1000 GOLF CLUB DRIVE | KINGSTON SPRINGS | TN | 37082 | NONE | PC | CONTRIBUTION | $1,000 |
| THE MENNINGER CLINIC FOUNDATION | |||||||
| 12301 MAIN STREET | HOUSTON | TX | 77035 | NONE | PC | CONTRIBUTION | $2,500 |
| THE MENNINGER CLINIC FOUNDATION | |||||||
| 12301 MAIN STREET | HOUSTON | TX | 77035 | NONE | PC | CONTRIBUTION | $2,500 |
| THE PARISH SCHOOL | |||||||
| 11001 HAMMERLY BLVD | HOUSTON | TX | 77043 | NONE | PC | CONTRIBUTION | $2,500 |
| THE RISE SCHOOL | |||||||
| 5618 H MARK CROSSWELL JR STREET | HOUSTON | TX | 77021 | NONE | PC | CONTRIBUTION | $2,500 |
| TREES FOR HOUSTON | |||||||
| POBOX 270477 | HOUSTON | TX | 77227 | NONE | PC | CONTRIBUTION | $2,500 |
| VANDERBILT UNIVERSITY | |||||||
| PMB 407727 2301 VANDERBILT PLACE | NASHVILLE | TN | 372407727 | NONE | PC | CONTRIBUTION | $81,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $693,290 | 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 | $46,094 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $265,812 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,317 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $138,940 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $450,846 | ExclusionAmt |
| Related Or Exempt Function Incm | $21,317 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $472,163 | 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 | 7 | LineNumberTxt |
| Relationship Statement | REIMBURSEMENT RELATING TO LINE 1A(5), PART VII-B, PAGE 5 OF 990-PF | 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
| 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 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,148,514 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | COMMON STOCK01/28/19 5,000 SH ECL02/13/19 30 SH AMZN02/13/19 16,371 SH CADE | NoncashPropertyDesc |
| Fair Market Value | $1,145,353 | FairMarketValueAmt |
| Received | 2019-01-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $8,471 | Amt |
| Net Investment Income | $4,236 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,235 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS | $3,718,569 | $5,083,763 |
| WUNDERLICH | $4,119,479 | $8,591,698 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCKS CONTRIBUTED (IN) - FMV > BASIS | Desc |
| Amt | $494,138 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $14 | $0 | $14 |
| PORTFOLIO EXPENSES | $154 | $154 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $97 | $97 | $97 |
| OTHER INCOME PER BOOKS | $21,220 | $0 | $21,220 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $17,015 | Amt |
| Net Investment Income | $17,015 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID ON DIVIDENDS | CategoryTxt |
| Amt | $1,686 | Amt |
| Net Investment Income | $1,686 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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