JOHNSON CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON CHARITABLE TRUST (EIN 47-5408548)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349102214
- Schema version
- 2017v2.3
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T11:43:38-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL ST STE 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475408548 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHNSON CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 5032270581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL NO 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEY CAMPION | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5032270581 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.204.228.78 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 11:43:01 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,029,039 | 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 | $24,356 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,779 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,779 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $562,568 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $562,568 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $426,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,485,575 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $426,259 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $79,454 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $79,454 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,097,416 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,073,060 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $20,300 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,255 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,375 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,375 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $339,168 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $339,168 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,040 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,118 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,388 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,388 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,491 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,657 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,929 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $444,337 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $356,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $76,165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $834,337 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $356,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $466,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $263,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $716,760 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,090,512 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,716,454 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,716,454 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,285 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,285 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,285 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $35,549,618 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,311,300 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,311,300 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $36,640,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,029,039 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,029,039 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,000 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $630 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,630 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500 | 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 | $36,636,500 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,028,539 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,636,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,028,539 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,640,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,029,039 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,636,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $263,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,128,960 | OtherIncreasesAmt |
| Subtotal | $41,028,539 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,028,539 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,240,484 | $4,059,316 | $181,168 | $181,168 | |
| CAPITAL GAIN DISTRIBUTIONS | $245,091 | $245,091 | $245,091 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $426,259 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $753,714 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,500,615 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.021231 | DistributionYr1Rt |
| Total Distribution | 0.021231 | TotalDistributionRt |
| Average Distribution | 0.021231 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,670,967 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $821,023 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,168 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $828,191 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $466,165 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,335 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,335 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,335 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,363 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,637 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $349 | EsPenaltyAmt |
| Overpayment | $3,316 | OverpaymentAmt |
| Applied To ES Tax | $3,316 | 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 | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JOHNSONCHARITABLETRUST.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANG AHN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032270581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL ST STE 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| A CAMPION | ||||||||
| 520 SW YAMHILL ST 500 | PORTLAND | OR | 97204 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| MATT SEMLER | ||||||||
| 520 SW YAMHILL ST 500 | PORTLAND | OR | 97204 | VICE PRESIDENT AND TREASUR | 1.00 | $0 | $0 | $0 |
| GREG CHAILLE | ||||||||
| 520 SW YAMHILL ST 500 | PORTLAND | OR | 97204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TRACI ROSE | ||||||||
| 520 SW YAMHILL ST 500 | PORTLAND | OR | 97204 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,301,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $958,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,259,865 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,259,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $588,898 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,670,967 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,933,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,933,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,335 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,335 | TotalTaxAmt |
| Distributable Before Adj | $1,919,213 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,919,213 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,919,213 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $466,165 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $466,165 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $466,165 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,919,213 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $434,651 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $466,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $434,651 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,514 | 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 | $1,887,699 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLACK PARENT INITIATIVE | |||||||
| PO BOX 12350 | PORTLAND | OR | 97212 | NONE | PUBLIC CHARITY | TO EDUCATE AND MOBILIZE THE PARENTS AND CAREGIVERS OF BLACK AND MULT-ETHNIC CHILDREN | $10,000 |
| BOYS AND GIRLS CLUB OF METRO DENVER | |||||||
| 2017 WEST 9TH AVE | DENVER | CO | 80204 | NONE | PUBLIC CHARITY | BOYS AND GIRLS CLUBS ARE A SAFE PLACE TO LEARN AND GROW - ALL WHILE HAVING FUN. | $10,000 |
| CLACKAMAS SERVICE CENTER | |||||||
| 8800 SE 80TH AVE | PORTLAND | OR | 97206 | NONE | PUBLIC CHARITY | TO PROVIDE ASSISTANCE PROGRAMS FOR THE UNDERPRIVILEGED | $50,000 |
| I HAVE A DREAM FOUNDATION | |||||||
| 2916 NE ALBERTA ST | PORTLAND | OR | 97211 | NONE | PUBLIC CHARITY | PROVIDE LONG-TERM SUPPORT TO CHILDREN AND YOUTH LIVING IN UNDER-RESOURCED COMMUNITES | $25,000 |
| LEWIS AND CLARK MONTESSORI CHARTER SCHOOL | |||||||
| PO BOX 365 | GRESHAM | OR | 97030 | NONE | PUBLIC CHARITY | TO PROVIDE SECOND CLASSROOM AT ALDER ELEMENTARY | $10,000 |
| MUSEUM AT WARM SPRINGS | |||||||
| PO BOX 909 | WARM SPRINGS | OR | 97761 | NONE | PUBLIC CHARITY | PRESERVE, ADVANCE, AND SHARE THE HERITAGE OF THE CONFEDERATED TRIBES OF WARM SPRINGS | $20,000 |
| NEW AVENUES FOR YOUTH | |||||||
| 314 SW 9TH AVENUE | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | TO PREVENT YOUTH HOMELESSNESS AND PROVIDE RESOURCES AND SKILLS THEY NEED | $25,000 |
| OPEN SCHOOL | |||||||
| 7633 N WABASH AVENUE | PORTLAND | OR | 97217 | NONE | PUBLIC CHARITY | TO PROVIDE AN ALTERNATIVE SCHOOL FOR PROBLEM STUDENTS. | $15,000 |
| OREGON COMMUNITY FOUNDATION | |||||||
| 1221 SW YAMHILL ST 100 | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES PRIMARILY IN AND FOR THE BENEFIT OF THE STATE OF OREGON | $70,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PUBLIC CHARITY | FOR THE EARLY CHILDHOOD EXPERIENCES INITIATIVE | $10,000 |
| PORTLAND TENNIS AND EDUCATION | |||||||
| 7519 N BURLINGTON AVENUE | PORTLAND | OR | 97203 | NONE | PUBLIC CHARITY | TO PROMOTE A CREATIVE EDUCATIONAL TENNIS PROGRAM FOR PORTLAND'S INNER CITY YOUTH | $50,000 |
| ROSEMARY ANDERSON POIC | |||||||
| 717 N KILLINGSWORTH CT | PORTLAND | OR | 97217 | NONE | PUBLIC CHARITY | TO RECONNECT AT-RISK YOUTH WITH HIGH SCHOOL EDUCATION | $25,000 |
| SMART | |||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | NONE | PUBLIC CHARITY | TO PROVIDE CRITICAL READING SUPPORT AND BOOKS TO OREGON CHILDREN | $20,000 |
| SNOWCAP COMMUNITY CHARITIES | |||||||
| PO BOX 160 | FAIRVIEW | OR | 97024 | NONE | PUBLIC CHARITY | TO PROVIDE FOOD, CLOTHING, ADVOCACY AND OTHER SERVICES TO THE POOR | $25,000 |
| TEAM RUBICON | |||||||
| 6171 W CENTURY BLVD STE 310 | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHARITY | TO UNITE MILITARY VETERANS WITH FIRST RESPONDERS TO RAPIDLY DEPLOY EMERGENCY RESPONSE TEAMS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,000 | 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 | $4,779 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $562,568 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,454 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $426,259 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,073,060 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,073,060 | 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 | HELEN K AND ARTHUR E JOHNSON FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 BROADWAY | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80290 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,356 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,200 | Amt |
| Net Investment Income | $10,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,100 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN EUROPACIFIC GROWTH FUND | FMV | $4,487,583 | $4,487,583 |
| DODGE & COX INTERNATIONAL STOCK FUND | FMV | $4,200,525 | $4,200,525 |
| PRIMECAP ODYSSEY STOCK FUND | FMV | $7,249,904 | $7,249,904 |
| METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I | FMV | $2,668,611 | $2,668,611 |
| PIMCO INCOME FUND CLASS INS | FMV | $2,706,131 | $2,706,131 |
| STONE HARBOR LOCAL MARKET FUND | FMV | $1,112,560 | $1,112,560 |
| VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHARES | FMV | $886,844 | $886,844 |
| VANGUARD SHORT-TERM BOND INDEX ADMIRAL SHARES | FMV | $876,702 | $876,702 |
| PIMCO ALL ASSET FD INSTITUTIONAL | FMV | $3,916,187 | $3,916,187 |
| CHAMPLAIN SMALL CAP FUND LLC | FMV | $3,390,312 | $3,390,312 |
| GROSVENOR INSTITUTIONAL PARTNERS LP | FMV | $2,766,484 | $2,766,484 |
| PACIFIC HEDGED STRATEGIES LLC | FMV | $2,627,367 | $2,627,367 |
| TIAA- CREF ASSET MANAGEMENT CORE PROPERTY LP | FMV | $2,422,090 | $2,422,090 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,750 | LegalFeesAmt |
| Net Investment Income | $5,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,375 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,314 | $1,657 | $1,657 |
| GENERAL ADMINISTRATIVE | $6,035 | $0 | $5,130 |
| OFFICE EXPENSE | $2,136 | $0 | $2,136 |
| SPONSORSHIPS | $5,800 | $0 | $5,800 |
| MEMBERSHIPS | $4,960 | $0 | $4,960 |
| GRANT CONSULTANT | $14,246 | $0 | $14,246 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PUBLIC PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $79,454 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $79,454 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $79,454 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $4,128,960 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD LIABILITIES | Desc |
| BOY Book Value | $630 | BOYBookValueAmt |
| EOY Book Value | $500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $273,778 | $273,778 | $0 |
| INVESTMENT MGMT FEES - RVK | $40,000 | $40,000 | $0 |
| INVESTMENT MGMT FEES - WELLS FARGO | $8,731 | $8,731 | $0 |
| INVESTMENT MGMT FEES - US CITIES FUND | $16,659 | $16,659 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELEN K AND ARTHUR E JOHNSON FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 BROADWAY | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80290 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES AND LICENSE FEES | $7,619 | $0 | $0 |
| PAYROLL TAXES | $2,021 | $0 | $1,718 |
| OREGON CT-12 FEE | $2,400 | $0 | $2,400 |
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