ROBERT M AND JOYCE A JOHNSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT M AND JOYCE A JOHNSON FOUNDATION (EIN 74-2887331)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-13
- IRS object ID
- 202523179349103467
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T16:00:26-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 S FIGUEROA ST STE 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900175743 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742887331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT M AND JOYCE A JOHNSON | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 3016547555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1176 ORLO DRIVE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221021706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT M JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3016547555 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON DE GREIFF | PreparerPersonNm |
| PTIN | P01511827 | PTIN |
| Phone | 2133566000 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $540,371 | 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 | $194 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,864 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,864 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,928 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,464 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,928 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,793 | 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 | $1,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,630 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,630 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $707 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $310 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,962 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,565 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,962 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,565 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,228 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,799 | CashBOYAmt |
| Cash EOY | $19,497 | CashEOYAmt |
| Cash EOYFMV | $19,497 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,298 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $471 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $471 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $497,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $520,403 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $520,403 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $502,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $540,371 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $540,371 | 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 | $502,944 | RetainedEarningBOYAmt |
| Retained Earning EOY | $540,371 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $502,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $540,371 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $502,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $540,371 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $502,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,975 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,402 | OtherIncreasesAmt |
| Subtotal | $540,371 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $540,371 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PERSHING #6069 - 118 SHARES OF ISHARES INTERNATIONAL EQUITY FACTOR ETF | 2024-06-24 | 2024-07-30 | $3,497 | $3,472 | $25 | $25 |
| PERSHING #6069 - 125 SHARES OF ISHARES U.S. EQUITY FACTOR ETF | 2023-01-11 | 2024-07-30 | $6,997 | $4,991 | $2,006 | $2,006 |
| PERSHING #6069 - 221 SHARES OF JANUS HIGH YIELD CORPORATE FUND | 2021-11-29 | 2024-07-30 | $1,615 | $1,865 | -$250 | -$250 |
| PERSHING #6069 - 147 SHARES OF VANGUARD SHORT-TERM INVESTMENT GRADE FUND | 2019-03-05 | 2024-07-30 | $1,500 | $1,549 | -$49 | -$49 |
| PERSHING #6069 - 69 SHARES OF ISHARES INTERNATIONAL EQUITY FACTOR ETF | 2024-06-24 | 2025-05-29 | $2,331 | $2,031 | $300 | $300 |
| PERSHING #6069 - 238 SHARES OF ISHARES INTERNATIONAL EQUITY FACTOR ETF | 2023-01-11 | 2025-05-29 | $8,040 | $6,121 | $1,919 | $1,919 |
| PERSHING #6069 - 188 SHARES OF ISHARES U.S. EQUITY FACTOR ETF | 2023-01-11 | 2025-05-29 | $11,484 | $7,507 | $3,977 | $3,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,928 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $170 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $170 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $170 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $170 | 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 | VA | 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 | ROBERT M JOHNSON | IndividualWithBooksNm |
| Phone | 3016547555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1176 ORLO DRIVE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221021706 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT M JOHNSON | ||||||||
| 1176 ORLO DRIVE | MCLEAN | VA | 221021706 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOYCE A JOHNSON | ||||||||
| 1176 ORLO DRIVE | MCLEAN | VA | 221021706 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATIE D GARRISON | ||||||||
| 328 CORDILLERA TRACE | BOERNE | TX | 78006 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARTHA GARRISON | ||||||||
| 328 CORDILLERA TRACE | BOERNE | TX | 78006 | DIRECTOR | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $505,432 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,311 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $526,743 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $526,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,901 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $518,842 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,942 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,942 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $170 | TotalTaxAmt |
| Distributable Before Adj | $25,772 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,772 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,772 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,772 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,951 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,951 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,049 | 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 | $17,723 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALICE LLOYD COLLEGE | |||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | NONE | 501(C)3 | SCHOLARSHIP | $5,000 |
| CENTRAL UNION MISSION | |||||||
| 65 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| CHRISTIAN APPALACHIAN PROJECT | |||||||
| PO BOX 55911 | LEXINGTON | KY | 40555 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| CHRISTIAN FILM & TV COMMISSION | |||||||
| 4073 MISSION OAKS BLVD | CAMARILLO | CA | 93012 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| DISABLED AMERICAN VETERANS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| GUIDEPOST FOUNDATION | |||||||
| 100 RESERVE ROAD SUITE E200 | DANBURY | CT | 06810 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $2,000 |
| HABITAT FOR HUMANITY | |||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 317093543 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| HOMESTRETCH INC | |||||||
| 303 SOUTH MAPLE AVENUE SUITE 400 | FALLS CHURCH | VA | 22046 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| HOUR OF POWER | |||||||
| PO BOX 100 | GRARDEN GROVE | CA | 928420100 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| JOSEPH'S HOUSE | |||||||
| 1730 LANIER PLACE NW | WASHINGTON | DC | 20009 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| LANGLEY RESIDENTIAL SUPPORT SERVICES | |||||||
| 2070 CHAIN BRIDGE ROAD SUITE G55 | VIENNA | VA | 22182 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| PETS FOR VETS | |||||||
| PO BOX 10860 | WILMINGTON | NC | 28404 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| SALVATION ARMY | |||||||
| 1555 KING STREET | ALEXANDRIA | VA | 22314 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| SMILE TRAIN | |||||||
| 633 THIRD AVE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| SO OTHERS MIGHT EAT | |||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| THE WARREN CENTER | |||||||
| 320 CUSTER RD | RICHARDSON | TX | 75080 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | 501(C)3 | GENERAL & UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | 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 | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,864 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,928 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,793 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,793 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PWC US TAX LLP TAX RETURN PREPERATION | CategoryTxt |
| Amt | $1,575 | Amt |
| Net Investment Income | $1,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PERSHING #6069 | StockNm |
| EOY Book Value | $520,403 | EOYBookValueAmt |
| EOYFMV | $520,403 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR CHANGE IN FMV | Desc |
| Amt | $50,402 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,630 | Amt |
| Net Investment Income | $6,630 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US INCOME TAXES | $397 | $0 | $0 |
| FOREIGN TAXES | $310 | $310 | $0 |