JW JOHNSON FAMILY CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JW JOHNSON FAMILY CHARITABLE TRUST (EIN 20-7203295)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201901309349101920
- Schema version
- 2018v3.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T10:26:33-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841595367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMG NATIONAL TRUST BANK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6295 GREENWOOD PLAZA BLVD | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801114908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207203295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JW JOHNSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JWJO | BusinessNameControlTxt |
| Phone | 4805131125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10813 EAST WINDGATE PASS DRIVE | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL W JOHNSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4805131125 | PhoneNum |
| Signature | 2019-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS T MCNEILL CPA | PreparerPersonNm |
| PTIN | P01379799 | PTIN |
| Phone | 3036942190 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.109.58.62 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-01 | IPDt |
| IP Tm | 09:14:51 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C4C988518E5D1FE0EBA2003F5BCE2D209941301D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AAECB35F63D8994B20260A6ACD947EBB6E419D14 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,040,032 | 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 | $498,548 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $64 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $163,113 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,113 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,446,844 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,211,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,446,844 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,108,569 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,609,957 | 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 | $4,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,497 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,498 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,661 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,661 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,713 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,015 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,646 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,636 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,134 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $983,781 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $983,781 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,030,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $998,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,077,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,585,774 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $529,153 | CashBOYAmt |
| Cash EOY | $699,052 | CashEOYAmt |
| Cash EOYFMV | $699,052 | CashEOYFMVAmt |
| Acct Rcvbl | $332 | AcctRcvblAmt |
| Acct Rcvbl BOY | $603 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $332 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $332 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $418,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $629,349 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $617,279 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,696,941 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,390,474 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,723,369 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,644,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,719,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,040,032 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,650 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,650 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $5,639,784 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,717,557 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,639,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,717,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,644,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,719,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,639,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,077,773 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,717,557 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,717,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| AMG 1274 - PUBLICLY TRADED SECURITIES - SHORT TERM | 2018-07-01 | $482,709 | $556,757 | -$74,048 | -$74,048 | |
| AMG 1274 - PUBLICLY TRADED SECURITIES - LONG TERM | 2018-07-01 | $2,213,628 | $862,867 | $1,350,761 | $1,350,761 | |
| AMG 6510 - PUBLICLY TRADED SECURITIES - SHORT TERM | 2018-07-01 | $77,063 | $95,449 | -$18,386 | -$18,386 | |
| AMG 6510 - PUBLICLY TRADED SECURITIES - LONG TERM | 2018-07-01 | $325,206 | $249,094 | $76,112 | $76,112 | |
| CAPITAL GAINS DIVIDENDS | $112,405 | $112,405 | $112,405 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,446,844 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,349,284 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,884,601 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.171129 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,244,198 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,874,424 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.227274 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $507,944 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,838,279 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051629 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $485,897 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,162,837 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047811 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $431,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,164,630 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060261 | DistributionYr5Rt |
| Total Distribution | 0.558104 | TotalDistributionRt |
| Average Distribution | 0.111621 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,889,439 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $992,248 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,858 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,008,106 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $998,915 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,715 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,715 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,715 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,259 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,259 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $181 | EsPenaltyAmt |
| Tax Due | $7,637 | TaxDueAmt |
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 | AZ | 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 | AMG NATIONAL TRUST BANK | IndividualWithBooksNm |
| Phone | 3036942190 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6295 GREENWOOD PLAZA BLVD | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801114908 | 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 | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOEL W JOHNSON | ||||||||
| 10813 E WINDGATE PASS DRIVE | SCOTTSDALE | AZ | 85255 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH B JOHNSON | ||||||||
| 10813 E WINDGATE PASS DRIVE | SCOTTSDALE | AZ | 85255 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHERINE E JOHNSON POTTER | ||||||||
| 4 SNOW STREET | SHERBORN | MA | 01770 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR GEOFFREY B JOHNSON | ||||||||
| 5453 HAWTHORN HILL LANE NE | ROCHESTER | MN | 55906 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PETER J JOHNSON | ||||||||
| 7551 PLUM ST | NEW ORLEANS | LA | 70118 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,249,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $774,825 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,024,811 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,024,811 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,889,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $444,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $444,472 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,715 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,715 | TotalTaxAmt |
| Distributable Before Adj | $412,757 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $412,757 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $412,757 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $998,915 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $998,915 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $998,915 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $412,757 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $78,568 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,440 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,471 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,776,335 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $971,932 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,862,746 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $998,915 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $412,757 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $586,158 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,448,904 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $78,568 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,370,336 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,440 | ExcessFromYear4Amt |
| Excess From Year3 | $24,471 | ExcessFromYear3Amt |
| Excess From Year2 | $1,776,335 | ExcessFromYear2Amt |
| Excess From Year1 | $971,932 | ExcessFromYear1Amt |
| Excess From Current Year | $586,158 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 333 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | NONE | EXEMPT | SCIENCE | $100 | |
| AMERICAN RED CROSS | ||||||||
| 6135 N BLACK CANYON HWY | PHOENIX | AZ | 85015 | NONE | EXEMPT | SCIENCE | $10,000 | |
| BOYS TOWN - OMAHA | ||||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | NONE | EXEMPT | COMMUNITY | $5,000 | |
| CHERISH CENTER | ||||||||
| 1004 22ND STREET | MILFORD | IA | 51351 | NONE | EXEMPT | COMMUNITY | $200 | |
| DICKINSON COUNTY FRIENDS OF THE TRAIL | ||||||||
| PO BOX 304 | OKOBOJI | IA | 51355 | NONE | EXEMPT | COMMUNITY | $3,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 337 7TH AVENUE | NEW YORK | NY | 100015004 | NONE | EXEMPT | MEDICAL | $500 | |
| DORSET CONGREGATIONAL CHURCH | ||||||||
| 200 MAPLE HILL LN | DORSET | VT | 05251 | NONE | EXEMPT | RELIGIOUS | $10,000 | |
| DORSET HISTORICAL SOCIETY | ||||||||
| PO BOX 52 ROUTE 30 AT KENT HILL | DORSET | VT | 05251 | NONE | EXEMPT | EDUCATION | $100 | ROAD |
| DORSET PLAYERS INC | ||||||||
| 173 CHENEY RD | DORSET | VT | 05251 | NONE | EXEMPT | COMMUNITY | $500 | |
| ELEVATE PHOENIX | ||||||||
| 3750 W INDIAN SCHOOL ROAD | PHOENIX | AZ | 85019 | NONE | EXEMPT | COMMUNITY | $500 | |
| FRIENDS OF JC HORMEL NATURE CENTER | ||||||||
| 1304 21ST STREET NE | AUSTIN | MN | 55912 | NONE | EXEMPT | COMMUNITY | $250 | |
| HABITAT FOR HUMANITY | ||||||||
| 115 E WATKINS | PHOENIX | AZ | 85004 | NONE | EXEMPT | COMMUNITY | $200 | |
| HELP IN HEALING HOME FOUNDATION | ||||||||
| 5811 EAST MAYO BLVD | PHOENIX | AZ | 85054 | NONE | EXEMPT | COMMUNITY | $2,000 | |
| HISTORIC ARNOLDS PARK | ||||||||
| 37 LAKE STREET | ARNOLDS PARK | IA | 51331 | NONE | EXEMPT | COMMUNITY | $25,750 | |
| HORMEL INSTITUTE-UNIVERSITY OF MN | ||||||||
| 801 16TH AVE NE | AUSTIN | MN | 55912 | NONE | EXEMPT | COMMUNITY | $10,000 | |
| JUNIOR ADAPTIVE ATHLETES IN MOTION | ||||||||
| 727 E MARYLAND AVE | PHOENIX | AZ | 85014 | NONE | EXEMPT | COMMUNITY | $5,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | EXEMPT | SCIENCE | $50,000 | |
| MUSICAL INSTRUMENT MUSEUM | ||||||||
| 4725 E MAYO ST | PHOENIX | AZ | 85050 | NONE | EXEMPT | EDUCATION | $2,500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | NONE | EXEMPT | HEALTH | $100 | |
| OPPORTUNITY INTERNATIONAL | ||||||||
| 2122 YORK RD 340 | OAK BROOK | IL | 60523 | NONE | EXEMPT | EDUCATION | $100,000 | |
| PINNACLE PRESBYTERIAN CHURCH | ||||||||
| 25150 N PIMA RD | SCOTTSDALE | AZ | 85255 | NONE | EXEMPT | RELIGIOUS | $230 | |
| POTACH FOUNDATION | ||||||||
| 2217 17TH ST SE | AUSTIN | MN | 55912 | NONE | EXEMPT | MEDICAL | $5,000 | |
| ROGERS MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 1860 EXECUTIVE DR | OCONOMOWOC | WI | 53066 | NONE | EXEMPT | MEDICAL | $1,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | NONE | EXEMPT | COMMUNITY | $100 | |
| SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | EXEMPT | COMMUNITY | $100 | |
| TEXAS ASSOCIATION OF COMMUNITY HEALTH CENTERS | ||||||||
| 5900 SOUTHWEST PARKWAY BUILDING 3 | AUSTIN | TX | 78735 | NONE | EXEMPT | MEDICAL | $5,000 | |
| TRUSTEES OF HAMILTON COLLEGE | ||||||||
| 198 COLLEGE HILL RD | CLINTON | NY | 13323 | NONE | EXEMPT | EDUCATION | $737,851 | |
| UNITED WAY OF MOWER COUNTY | ||||||||
| 301 NORTH MAIN ST | AUSTIN | MN | 55912 | NONE | EXEMPT | COMMUNITY | $1,000 | |
| UNITED WAY-VALLEY OF THE SUN | ||||||||
| 1515 EAST OSBORN ROAD | PHOENIX | AZ | 85014 | NONE | EXEMPT | COMMUNITY | $100 | |
| USSGA MEMORIAL FUND | ||||||||
| 88 FIELD POINT RD | GREENWICH | CT | 06830 | NONE | EXEMPT | COMMUNITY | $200 | |
| WELLESLEY CENTERS FOR WOMEN | ||||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | NONE | EXEMPT | COMMUNITY | $2,500 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | NONE | EXEMPT | EDUCATION | $2,500 | |
| YALE DIVINITY COLLEGE | ||||||||
| 409 PROSPECT ST | NEW HAVEN | CT | 06511 | NONE | EXEMPT | RELIGIOUS | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $983,781 | 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 | $64 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,113 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,446,844 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,610,021 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,610,021 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL AND ELIZABETH JOHNSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10813 EAST WINDGATE PASS DRIVE | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $498,548 | 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 | 5,794 SHARES OF ECOLAB INC COM AND 9,001 SHARES OF US BANCORP | NoncashPropertyDesc |
| Fair Market Value | $1,346,492 | FairMarketValueAmt |
| Received | 2018-12-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEE | CategoryTxt |
| Amt | $4,995 | Amt |
| Net Investment Income | $2,497 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,498 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $18,048 | $29,685 |
| AMBEV SA ADR | $8,496 | $8,122 |
| AMERICAN INTERNATIONAL | $20,190 | $19,508 |
| ANHEUSER-BUSCH INBEV SPN ADR | $17,752 | $12,043 |
| BAE SYSTEMS PLC ADR | $21,615 | $19,323 |
| BANCO SANTANDER | $21,544 | $18,041 |
| BANK OF AMERICA | $14,844 | $20,574 |
| BNP PARIBAS ADR | $29,156 | $20,058 |
| BP AMOCO PLC | $21,465 | $18,695 |
| BRITISH AMERN TOB PLC | $21,370 | $14,305 |
| CITIGROUP | $8,328 | $16,087 |
| COCA-COLA FEMSA SAM-SP | $8,294 | $8,457 |
| DAIMLER AG UNSPONSORED ADR | $17,851 | $14,827 |
| EATON CORP PLC | $10,574 | $14,831 |
| ENI S P A | $23,196 | $20,255 |
| GENERAL MILLS MLS INC COM | $20,565 | $18,808 |
| GILEAD SCIENCES INC | $19,279 | $18,265 |
| GLAXO SMITHKLINE PLC ADR | $25,216 | $22,926 |
| GOLDMAN SACHS GROUP, INC. | $9,797 | $9,522 |
| HENNES & MAURITZ AB UNSP ADR | $17,394 | $17,103 |
| ING GROUP NV SPONSORED ADR | $23,360 | $19,060 |
| INTEL CORP | $3,049 | $9,245 |
| JPMORGAN CHASE & CO | $8,916 | $20,110 |
| KRAFT HEINZ CO | $28,233 | $19,196 |
| LAS VAGAS SANDS CORP | $11,890 | $14,886 |
| LLOYDS TSV GROUP ADR | $13,816 | $12,529 |
| NOKIA CORPORATION | $18,179 | $21,150 |
| OCCIDENTAL PETROLEUM | $23,770 | $21,422 |
| ORANGE SPON ADR | $18,784 | $20,059 |
| PATTERSON COMPANIES INC | $18,300 | $16,239 |
| PHILIP MORRIS INTERNATIONAL | $29,347 | $20,228 |
| QUALCOMM INC | $14,606 | $17,870 |
| ROYAL DUTCH SCHELL PLC-ARD A | $15,396 | $17,015 |
| SANOFI ADR | $12,421 | $13,283 |
| SMUCKER J M CO | $22,308 | $20,194 |
| TOTAL SA-SPON | $12,000 | $13,358 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HORMEL FOODS CORP | AT COST | $520,800 | $1,024,320 |
| ALLIANCEBERNSTEIN GLOBAL BOND FUND INC | AT COST | $74,749 | $72,594 |
| BLACKROCK STRATEGIC INCOME OPPORTUNITIES | AT COST | $106,073 | $98,742 |
| CARILLON REAMS UNCONSTRAINED BOND FUND CL Y | AT COST | $24,439 | $24,446 |
| CHAMPLAIN SMALL CO FD-ADV | AT COST | $119,624 | $117,010 |
| DIAMOND HILL LARGE CAP FD | AT COST | $200,040 | $212,779 |
| DODGE & COX STOCK FUND #145 | AT COST | $239,699 | $230,929 |
| ECOLAB INC | AT COST | $588,876 | $2,250,329 |
| FAMOUS DAVE'S OF AMERICA | AT COST | $88,769 | $91,800 |
| FMI COMMON STOCK FUND | AT COST | $47,367 | $43,348 |
| FPA NEW INCOME INC FUND | AT COST | $103,429 | $99,044 |
| HARBOR CONVERTIBLE SECURITIES FUND-INST | AT COST | $200,018 | $184,054 |
| HARBOR MID CAP VALUE FUND #023 | AT COST | $51,907 | $78,663 |
| HARDING LOEVNER EMERG MKTS | AT COST | $176,469 | $176,150 |
| ISHARES COHEN & STEERS REALTY | AT COST | $200,365 | $192,836 |
| ISHARES MSCI ACWI EX US INDEX FUND | AT COST | $201,258 | $191,296 |
| ISHARES MSCI EAFE INDEX FUND | AT COST | $232,083 | $211,961 |
| ISHARES RUSSELL MIDCAP INDEX | AT COST | $214,450 | $217,898 |
| ISHARES S&P PREF STK INDX FN | AT COST | $225,518 | $202,539 |
| ISHARES TRUST RUSSELL 2000 | AT COST | $163,218 | $188,933 |
| JENSEN PORTFOLIO CL I | AT COST | $233,060 | $272,839 |
| OAKMARK INTERNATIONAL FUND (HARRIS) #109 | AT COST | $258,120 | $223,815 |
| SPDR S&P 500 ETF TRUST | AT COST | $199,826 | $180,692 |
| T ROWE PRICE INSTITUTIONAL FLOATING RATE | AT COST | $135,256 | $129,605 |
| T ROWE PRICE INTERNATIONAL BOND # 76 | AT COST | $68,756 | $60,916 |
| T ROWE PRICE MID-CAP GROWTH #64 | AT COST | $120,256 | $153,485 |
| TWEEDY BROWNE GLOBAL VALUE FUND #1 | AT COST | $243,089 | $234,512 |
| US BANCORP DEL COM NEW | AT COST | $202,441 | $411,346 |
| US TREASURY NOTES INFL INDEX .125% | AT COST | $50,510 | $50,224 |
| VANGUARD INFLATION PROTECTED ADMIRAL CL | AT COST | $100,009 | $96,264 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION & OTHER EXPENSES | $12,626 | $0 | $12,626 |
| BANK FEE | $20 | $10 | $10 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGT FEES | CategoryTxt |
| Amt | $19,661 | Amt |
| Net Investment Income | $19,661 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,015 | $2,015 | $0 |
| TAX EXPENSE | $7,698 | $0 | $0 |
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