JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON FAMILY FOUNDATION (EIN 14-2009730)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201311309349101551
- Schema version
- 2012v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T14:23:57-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1252 BELL VALLEY ROAD SUITE 300 | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 61108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 142009730 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3134 TALBOT TRAIL | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 61114 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS JOHNSON | Name |
| Title | OFFICER | Title |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J SPODEN | Name |
| PTIN | P00007977 | PTIN |
| Phone | 8152317300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 247700 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 16829 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 7658 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7658 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3356 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 112892 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3356 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 826 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 826 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 28669 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11840 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 389 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 39 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4718 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2000 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5107 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2039 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 75634 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 75634 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 80741 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2039 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 75634 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -52072 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9801 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 21901 | CashBOY |
| Cash EOY | 1699 | CashEOY |
| Cash EOYFMV | 1699 | CashEOYFMV |
| Accounts Receivable | 13000 | AccountsReceivable |
| Accounts Receivable BOY | 13000 | AccountsReceivableBOY |
| Accounts Receivable EOY | 13000 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 13000 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 91764 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 66754 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 79881 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 156970 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 150110 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 153120 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 283635 | TotalAssetsBOY |
| Total Assets EOY | 231563 | TotalAssetsEOY |
| Total Assets EOYFMV | 247700 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 283635 | RetainedEarningsBOY |
| Retained Earnings EOY | 231563 | RetainedEarningsEOY |
| Total Net Assets BOY | 283635 | TotalNetAssetsBOY |
| Total Net Assets EOY | 231563 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 283635 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 231563 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 283635 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -52072 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 231563 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 231563 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| PUBLIC SECURITIES | P | 2012-02-15 | 2012-10-19 | 52124 | 51808 | 316 | 316 |
| PUBLIC SECURITIES | P | 2010-06-30 | 2012-10-09 | 59763 | 57728 | 2035 | 2035 |
| CAPITAL GAINS DIVIDENDS | P | 1005 | 1005 | 1005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3356 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 52027 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 297243 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.175032 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 56930 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 327493 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.173836 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 88757 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 345432 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.256945 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 60813 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 437053 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.139143 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 15427 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 492985 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.031293 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.776249 | TotalDistributionRatio |
| Average Distribution Ratio | 0.155250 | AverageDistributionRatio |
| Net Noncharitable Assets | 264979 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 41138 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 98 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 41236 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 75634 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 98 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 98 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 98 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 362 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 362 | TotalCreditsAndPayments |
| Overpayment | 264 | Overpayment |
| Amount Credited To Next Year | 264 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DENNIS JOHNSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9999999999 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3134 TALBOT TRAIL | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 61114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DENNIS W JOHNSON | ||||||||
| 3134 TALBOT TRAIL | ROCKFORD | IL | 61114 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| EVELYN J JOHNSON | ||||||||
| 3134 TALBOT TRAIL | ROCKFORD | IL | 61114 | SECRETARY | 0.00 | 0 | 0 | 0 |
| TONYA MEISTER | ||||||||
| 5335 PEPPER DRIVE | ROCKFORD | IL | 61114 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| CARY JOHNSON | ||||||||
| 8075 SLATER DRIVE | ROCKFORD | IL | 61108 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| RYNN JOHNSON | ||||||||
| 5271 DEERE POINTE | ROCKFORD | IL | 61114 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 249932 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 19082 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 269014 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 269014 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4035 | CashDeemedCharitable |
| Net Noncharitable Assets | 264979 | NetNoncharitableAssets |
| Minimum Investment Return | 13249 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 13249 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 98 | TaxBasedOnInvestmentIncome |
| Total Tax | 98 | TotalTax |
| Distributable Amount Before Adj | 13151 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 13151 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 13151 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 75634 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 75634 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 98 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 75536 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 13151 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 8269 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 39146 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 71485 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 41177 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 37419 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 197496 | TotalExcessDistriCarryover |
| Qualifying Distributions | 75634 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 13151 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 62483 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 259979 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 8269 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 251710 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 39146 | ExcessFromYear4 |
| Excess From Year3 | 71485 | ExcessFromYear3 |
| Excess From Year2 | 41177 | ExcessFromYear2 |
| Excess From Year1 | 37419 | ExcessFromYear1 |
| Excess From Current Year | 62483 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENNIS W JOHNSON | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DENNIS W JOHNSON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3134 TALBOT TRAIL | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 61114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9999999999 | RecipientPhoneNumber |
| Form And Info And Materials | INITIAL INQUIRY SHOULD BE BRIEF, INDICATING THE NATURE OF THE PROJECT FOR WHICH SUPPORT IS SOUGHT. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BURPEE MUSEUM | |||||||
| 737 NORTH MAIN STREET | ROCKFORD | IL | 61103 | NONE | PUBLIC | EDUCATIONAL | $250 |
| DAVID C COOK | |||||||
| PO BOX 36720 | COLORADO SPRINGS | CO | 80936 | NONE | N/A | RELIGIOUS | $16,082 |
| FIRST FREE CHURCH | |||||||
| 2223 N MULFORD RD | ROCKFORD | IL | 61107 | NONE | PUBLIC | RELIGIOUS | $10,250 |
| KIDS AROUND THE WORLD | |||||||
| PO BOX 5225 | ROCKFORD | IL | 61108 | NONE | PUBLIC | GENERAL | $40,273 |
| ROCKFORD CHRISTIAN SCHOOLS | |||||||
| 1401 N BELL SCHOOL ROAD | ROCKFORD | IL | 61107 | NONE | PUBLIC | EDUCATIONAL | $660 |
| ROCKFORD COLLEGE | |||||||
| 5050 EAST STATE STREET | ROCKFORD | IL | 61108 | NONE | PUBLIC | EDUCATIONAL | $2,000 |
| ROCKFORD RENEWAL MINISTRIES | |||||||
| 611 NORTH COURT STREET | ROCKFORD | IL | 61103 | NONE | PUBLIC | GENERAL | $150 |
| WESTMINSTER CHURCH | |||||||
| 2821 NORTH BELL SCHOOL | ROCKFORD | IL | 61107 | NONE | PUBLIC | RELIGIOUS | $219 |
| WINNEBAGO COUNTY CASA | |||||||
| 403 ELM STREET | ROCKFORD | IL | 61101 | NONE | PUBLIC | GENERAL | $250 |
| FJC FOUNDATION | |||||||
| 520 EIGHTH AVENUE 20TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL | $500 |
| SWEDISH AMERICAN HOSPITAL FOUNDATION | |||||||
| 1401 EAST STATE STREET | ROCKFORD | IL | 61104 | NONE | PUBLIC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 75634 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,658 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $826 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,356 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $11,840 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 11840 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumber |
| Relationship Statement | NONE | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DENNIS W JOHNSON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3134 TALBOT TRAIL | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 61114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 16829 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | ISHARES RUSSELL INDEX FDMIDCAP INDEX FUND SHARES: IWR | NoncashPropertyDescription |
| Fair Market Value | 16829 | FairMarketValue |
| Date Received | 2012-12-26 | DateReceived |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BONDS | NameOfBond |
| EOY Book Value | 150110 | EOYBookValue |
| EOYFMV | 153120 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | STOCK | NameOfStock |
| EOY Book Value | 66754 | EOYBookValue |
| EOYFMV | 79881 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADVISOR FEES | 2000 | 2000 | 0 |
| IL FILING FEE | 25 | 0 | 0 |
| MISCELLANEOUS EXPENSE | 2693 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITIES SETTLEMENT | Description |
| Revenue And Expenses Per Books | 826 | RevenueAndExpensesPerBooks |
| Net Investment Income | 826 | NetInvestmentIncome |
| Adjusted Net Income | 826 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $39 | 39 | 0 |
| EXCISE TAX | $350 | 0 | 0 |
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