JOHANSSON FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JOHANSSON FAMILY FOUNDATION (EIN 98-0587690)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202523189349103772
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T13:54:10-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN332043014PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CASSIDY ADVISORS AND ACCOUNTANTS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 MATHEWS DR STE 114AddressLine1Txt
CityHILTON HEAD ISLANDCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29926ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN980587690EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHANSSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHABusinessNameControlTxt
Phone6468670994PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11350 AVE OF THE AMERICAS FL2 STE266AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJERKER JOHANSSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6468670994PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE E CASSIDYPreparerPersonNm
PTINP00022087PTIN
Phone8436892800PhoneNum
Preparation2025-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,079,066FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$37,641ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$54,808DividendsRevAndExpnssAmt
Dividends Net Invst Incm$54,808DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,822NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,822GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,822CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$122,271TotalRevAndExpnssAmt
Total Net Invst Incm$84,630TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$12,048LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$10,038OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,086TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$386,525ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$204,392ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$408,611TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$204,392TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$286,340ExcessRevenueOverExpensesAmt
Net Investment Income$84,630NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$49,103CashBOYAmt
Cash EOY$75,815CashEOYAmt
Cash EOYFMV$75,815CashEOYFMVAmt
Corporate Stock BOY$749,270CorporateStockBOYAmt
Corporate Stock EOY$564,104CorporateStockEOYAmt
Corporate Stock EOYFMV$564,104CorporateStockEOYFMVAmt
Corporate Bonds BOY$254,453CorporateBondsBOYAmt
Corporate Bonds EOY$250,941CorporateBondsEOYAmt
Corporate Bonds EOYFMV$250,941CorporateBondsEOYFMVAmt
Other Investments BOY$190,840OtherInvestmentsBOYAmt
Other Investments EOY$188,206OtherInvestmentsEOYAmt
Other Investments EOYFMV$188,206OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,243,666TotalAssetsBOYAmt
Total Assets EOY$1,079,066TotalAssetsEOYAmt
Total Assets EOYFMV$1,079,066TotalAssetsEOYFMVAmt
Accounts Payable BOY$10,178AccountsPayableBOYAmt
Accounts Payable EOY$10,038AccountsPayableEOYAmt
Grants Payable BOY$11,056GrantsPayableBOYAmt
Grants Payable EOY$182,132GrantsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$21,234TotalLiabilitiesBOYAmt
Total Liabilities EOY$192,170TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$15CapitalStockBOYAmt
Capital Stock EOY$15CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,222,417RetainedEarningBOYAmt
Retained Earning EOY$886,881RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,222,432TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$886,896TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,243,666TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,079,066TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,222,432TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$286,340ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$936,092SubtotalAmt
Other Decreases$49,196OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$886,896TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyREALIZED GAINSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$29,822GrossSalesPriceAmt
Gain Or Loss$29,822GainOrLossAmt
Gains Minus Excess Or Losses$29,822GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$29,822CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,176InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,176SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,176TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$680EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$680TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$496TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE JOHANSSON FAMILY FOUNDATIONIndividualWithBooksNm
Phone2075683799PhoneNum

Location Of Books Foreign Address LocationOfBooksForeignAddress

FieldValueIRS element (for citing)
Address Line110 LANSDOWNE ROADAddressLine1Txt
CityLONDONCityNm
CountryUKCountryCd
Foreign PostalW11 3LWForeignPostalCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JERKER JOHANSSON
10 LANSDOWNE RDLONDONUKW11 3LWPRESIDENT2.00$0$0$0
STEPHANIE JOHANSSON
10 LANSDOWNE RDLONDONUKW11 3LWTRUSTEE / DIRECTOR2.00$0$0$0
SARAH EYERS
10 LANSDOWNE RDLONDONUKW11 3LWSECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$634,449AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,498AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$439,147FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,138,094TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,138,094AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,071CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,121,023NetVlNoncharitableAssetsAmt
Minimum Investment Return$56,051MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$56,051MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,176TaxBasedOnInvestmentIncomeAmt
Total Tax$1,176TotalTaxAmt
Distributable Before Adj$54,875DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$54,875DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$54,875DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$204,392ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$204,392QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,875DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$80,746ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$114,141ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$33,241ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$131,221ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$22,154ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$381,503TotalExcessDistributionCyovAmt
Qualifying Distributions$204,392QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$54,875AppliedToCurrentYearAmt
Remaining Distri From Corpus$149,517RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$531,020TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$80,746ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$450,274ExcessDistriCyovToNextYrAmt
Excess From Year4$114,141ExcessFromYear4Amt
Excess From Year3$33,241ExcessFromYear3Amt
Excess From Year2$131,221ExcessFromYear2Amt
Excess From Year1$22,154ExcessFromYear1Amt
Excess From Current Year$149,517ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJERKER JOHANSSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
GREENHOUSE SPORTS LTD
88 BELL STREETLONDONUKNW1 5NSEXEMPTCHARITABLE PURPOSE$27,604
MORGAN LIBRARY AND MUSEUM
EXEMPTCHARITABLE SUPPORT$30,417225 MADISON AVENEW YORKNY10016
ST CLEMENTS
95 SIRDAR RDLONDONUKW11 4EQEXEMPTCHARITABLE PURPOSE$6,274
VICTORIA & ALBERT MUSEUM
S KENSINGTON CROMWELL RDLONDONUKSW7 2RLEXEMPTCHARITABLE PURPOSE$12,923
SECOND HALF FOUNDATION
7 LANSDOWNE WALKLONDONUKW11 3LNEXEMPTCHARITABLE PURPOSE$1,255
KENT PLACE SCHOOL
EXEMPTCHARITABLE PURPOSE$21,79942 NORWOOD AVENUESUMMITNJ07901
GO LIVE THEATRE PROJECTS
33 SHAFTESBURY AVENUELONDONUKW1D 7EHEXEMPTCHARITABLE PURPOSE$12,547
THE NEW YORK YACHT CLUB
EXEMPTCHARITABLE PURPOSE$50737 WEST 44TH STREETNEW YORKNJ10036
STOCKHOLM UNIVERSITY
KRAFTRIKET 2BSTOCKHOLMSWSE 1069EXEMPTCHARITABLE PURPOSE$91,066
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$204,392TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1STOCKHOLM UNIVERSITYBusinessNameLine1Txt

Recipient Foreign Address RecipientForeignAddress

FieldValueIRS element (for citing)
Address Line1KRAFTRIKET 2BAddressLine1Txt
CitySTOCKHOLMCityNm
CountrySWCountryCd
Foreign PostalSE 1069ForeignPostalCd
FieldValueIRS element (for citing)
Recipient Foundation StatusEXEMPTRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLE PURPOSEGrantOrContributionPurposeTxt
Amt$182,133Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$182,133TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54,808ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,822ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$84,630ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$84,630TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJERKER JOHANSSONContributorPersonNm

Contributor Foreign Address ContributorForeignAddress

FieldValueIRS element (for citing)
Address Line110 LANSDOWNE RDAddressLine1Txt
CityLONDONCityNm
CountryUKCountryCd
Foreign PostalW113LWForeignPostalCd
FieldValueIRS element (for citing)
Total Contributions$37,641TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDS - VITSOEBondNm
EOY Book Value$250,941EOYBookValueAmt
EOYFMV$250,941EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ZURICH FINL SVCS N$118,908$118,908
FORTUM RG$69,974$69,974
KERING$74,012$74,012
WOLTERS KLUWER BR R$199,313$199,313
SHELL RG$101,897$101,897

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBIG ISSUE INVEST SOC ENT INV F II LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$188,206BookValueAmt
EOYFMV$188,206EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL & PROFESSIONAL FEESCategoryTxt
Legal Fees$12,048LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
CURRENCY EXCHANGE DIFFERENCE$20,196
UNREALIZED INVESTMENT GAINS/LOSSES$25,296
ADJ TO CASH & INVESTMENTS$3,704

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDEPENDENT EXAMINERS FEESCategoryTxt
Amt$10,038Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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