JWJ FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JWJ FAMILY FOUNDATION (EIN 20-8411928)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-07
- IRS object ID
- 201200679349100705
- Schema version
- 2011v1.2
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-07T14:42:44-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIELD & MCCLURE CPAS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1767 | AddressLine1 |
| City | JACKSON | City |
| State | WY | State |
| ZIP Code | 830011767 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208411928 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JWJ FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JWJF | NameControl |
| Phone | 2037836460 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7241 | AddressLine1 |
| City | JACKSON | City |
| State | WY | State |
| ZIP Code | 83002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WORTHINGTON JOHNSON JR | Name |
| Title | TREASURER | Title |
| Phone | 2037836460 | Phone |
| Date Signed | 2012-01-31 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REGENA FIELD CPA | Name |
| Phone | 3077338377 | Phone |
| Date Prepared | 2012-03-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 2809225 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 153257 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 153257 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 75020 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2851455 | GrossSalesPrice |
| Total Revenue And Expenses | 228277 | TotalRevenueAndExpenses |
| Total Net Investment Income | 153257 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 5538 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 5538 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3215 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3215 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 3965 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3965 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 175 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 175 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12893 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7180 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5713 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 156500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 156500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 169393 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7180 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 162213 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 58884 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 146077 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 11315 | CashBOY |
| Cash EOY | 14599 | CashEOY |
| Cash EOYFMV | 14599 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 241212 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 793 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 793 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1104901 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 556937 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 546973 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 659233 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1588952 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1611364 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 752062 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 649357 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 635496 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2768723 | TotalAssetsBOY |
| Total Assets EOY | 2810638 | TotalAssetsEOY |
| Total Assets EOYFMV | 2809225 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2768723 | UnrestrictedBOY |
| Unrestricted EOY | 2810638 | UnrestrictedEOY |
| Total Net Assets BOY | 2768723 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2810638 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2768723 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2810638 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2768723 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 58884 | ExcessOfRevenueOverExpenses |
| Subtotal | 2827607 | Subtotal |
| Other Decreases | 16969 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2810638 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | true | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2922 | InvestmentIncomeExciseTax |
| Subtotal | 2922 | Subtotal |
| Tax Based On Investment Income | 2922 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1880 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1880 | TotalCreditsAndPayments |
| Tax Due | 1042 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | FIELD MCCLURE CPAS PC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3077338377 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1767 | AddressLine1 |
| City | JACKSON | City |
| State | WY | State |
| ZIP Code | 83001 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | true | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2009 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| WORTHINGTON JOHNSON JR | |||||||||
| PO BOX 30000 | PO BOX 30000 | JACKSON | WY | 83002 | TREASURER | 1.00 | 0 | 0 | 0 |
| MARIA JOHNSON | |||||||||
| PO BOX 30000 | PO BOX 30000 | JACKSON | WY | 83002 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| NINA JOHNSON LYNCH | |||||||||
| 1329 BROWNING AVE | 1329 BROWNING AVE | SALT LAKE CITY | UT | 84105 | SECRETARY | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2708362 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 133960 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2842322 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2842322 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 42635 | CashDeemedCharitable |
| Net Noncharitable Assets | 2799687 | NetNoncharitableAssets |
| Minimum Investment Return | 139984 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 139984 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2922 | TaxBasedOnInvestmentIncome |
| Total Tax | 2922 | TotalTax |
| Distributable Amount Before Adj | 137062 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 137062 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 137062 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 162213 | ExpensesAndContributions |
| Qualifying Distributions | 162213 | QualifyingDistributions |
| Adj Qualifying Distributions | 162213 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 137062 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 141184 | UndistributedIncomePriorYear |
| Prior Year3 | 2009 | PriorYear3 |
| Total For Prior Years | 8008 | TotalForPriorYears |
| Qualifying Distributions | 162213 | QualifyingDistributions |
| Applied To Year1 | 141184 | AppliedToYear1 |
| Applied To Prior Years | 8008 | AppliedToPriorYears |
| Applied To Current Year | 13021 | AppliedToCurrentYear |
| Undistributed Income CY | 124041 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (31 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|---|
| CHOATE ROSEMARY HALL | |||||||||
| CHOATE ROSEMARY HALL | 333 CHRISTIAN STREET | 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | NONE | CHAIRTY | PERPETUAL CONTRIBUTION TO CLASS | $1,000 |
| GASPARILLA ISLAND CONSERV | |||||||||
| GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOC | PO BOX 446 | PO BOX 446 | BOCA GRANDE | FL | 33921 | NONE | CHARITY | GENERAL PURPOSES | $1,000 |
| US FIGURE SKATING | |||||||||
| US FIGURE SKATING ASSOCIATION | 20 FIRST STREET | 20 FIRST STREET | COLORADO SPRINGS | CO | 80906 | NONE | CHARITY | PERPETUAL GIFT - FRANCES C JOHNSON | $1,000 |
| WORTHY AND FRAN JOHNSON | |||||||||
| WORTHY AND FRAN JOHNSON SCHOLARSHIP TRUST INC | 2537 POST ROAD STE 101 | 2537 POST ROAD STE 101 | SOUTHPORT | CT | 06890 | NONE | CHARITY | SCHOLARSHIPS FOR CADDIES | $1,000 |
| BGCC SCHOLARSHIP FUND | |||||||||
| BOCA GRANDE AREA CHAMBER OF COMMERCE | PO BOX 704 | PO BOX 704 | BOCA GRANDE | FL | 33921 | NONE | CHARITY | SCHOLARSHIPS | $4,000 |
| GRAND TETON NATIONAL PARK | |||||||||
| GRAND TETON NATIONAL PARK | PO BOX 249 | PO BOX 249 | MOOSE | WY | 83012 | NONE | CHARITY | YOUTH ENGAGEMENT | $4,000 |
| JACKSON HOLE LAND TRUST | |||||||||
| JACKSON HOLE LAND TRUST | PO BOX 2897 | PO BOX 2897 | JACKSON | WY | 83001 | NONE | CHARITY | STEWARDSHIP OF LAND CONSERVATION | $10,000 |
| WOMEN FOR WOMEN INTERNAT | |||||||||
| WOMEN FOR WOMEN INTERNATIONAL GLOBAL SUPPORT CENT | PO BOX 9224 | PO BOX 9224 | CENTRAL ISLIP | NY | 11722 | NONE | CHARITY | ASSIST REFUGEE WOMEN | $4,000 |
| WOUNDED WARRIOR PROJECT | |||||||||
| WOUNDED WORRIOR PROJECT | PO BOX 758517 | PO BOX 758517 | TOPEKA | KS | 66675 | NONE | CHARITY | REHABILITATION FOR WOUNDED TROOPS | $4,000 |
| ST JUDE CHILDREN'S RESEAR | |||||||||
| ST JUDE CHILDERN'S RESEARCH HOSPITAL | 262 DANNY THOMAS PLACE | 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | CHARITY | OPERATIONS | $5,000 |
| NATL MUSEUM OF WILDLIFE A | |||||||||
| NATIONAL MUSEUM OF WILDLIFE ART | PO BOX 6825 | PO BOX 6825 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $4,500 |
| ANIMAL ADOPTION CENTER | |||||||||
| ANIMAL ADOPTION CENTER | PO BOX 8532 | PO BOX 8532 | JACKSON | WY | 83001 | NONE | CHARITY | SPAYING AND NEUTERING | $4,000 |
| JH HISTORICAL SOCIETY | |||||||||
| JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM | PO BOX 1005 | PO BOX 1005 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $4,000 |
| CENTER FOR THE ARTS | |||||||||
| CENTER FOR THE ARTS | PO BOX 860 | PO BOX 860 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $5,000 |
| FOUNDATION FIGHTING BLIND | |||||||||
| FOUNDATION FIGHTING BLINDNESS | PO BOX 17279 | PO BOX 17279 | BALTIMORE | MD | 21203 | NONE | CHARITY | RESEARCH FOR TREATING BLINDNESS | $3,000 |
| WYOMING PBS | |||||||||
| WYOMING PBS | 2660 PECK AVE | 2660 PECK AVE | RIVERTON | WY | 82501 | NONE | CHARITY | CHANNEL PROGRAM | $2,500 |
| FAIRFIELD COUNTY DAY | |||||||||
| FAIRFIELD COUNTY DAY SCHOOL | 2970 BRONSON ROAD | 2970 BRONSON ROAD | FAIRFIELD | CT | 06430 | NONE | CHARITY | CONTINUED TECH AS TEACHING TOOL | $4,000 |
| SENIOR CENTER OF JH | |||||||||
| SENIOR CENTER OF JACKSON HOLE | PO BOX 4677 | PO BOX 4677 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $5,000 |
| EPISCOPAL CHURCH OF JH | |||||||||
| EPISCOPAL CHURCH OF JACKSON HOLE | PO BOX 1690 | PO BOX 1690 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $5,000 |
| BOCA GRANDE HEALTH | |||||||||
| BOCA GRANDE HEALTH CLINIC | PO BOX 1072 | PO BOX 1072 | BOCA GRANDE | FL | 33921 | NONE | CHARITY | MEDICAL EQUIPMENT NEEDS | $5,000 |
| NATIONAL OUTDOOR LEADER | |||||||||
| NATIONAL LEADERSHIP SCHOOL | 284 LINCOLN STREET | 284 LINCOLN STREET | LANDER | WY | 82520 | NONE | CHARITY | WILDERNESS MEDICINE CAMPS | $5,000 |
| ST JOHN'S MEDICAL CENTER | |||||||||
| ST JOHN'S MEDICAL CENTER FOUNDATION | PO BOX 428 | PO BOX 428 | JACKSON | WY | 83001 | NONE | CHARITY | CRITICAL BLOOD ANALYZER | $7,500 |
| TVRC EDUCATION FOUNDATION | |||||||||
| TVRC EDUCATION FOUNDATION | PO BOX 4915 | PO BOX 4915 | JACKSON | WY | 83001 | NONE | CHARITY | BUILDING ECO-FRIENDLY CABIN | $5,000 |
| WAKEMAN BOYS & GIRLS CLUB | |||||||||
| WAKEMAN BOYS & GIRLS CLUB | PO BOX 118 | PO BOX 118 | SOUTHPORT | CT | 06890 | NONE | CHARITY | REPAIRS FOR WAKEMAN CLUB HOUSE | $5,000 |
| COLGATE UNIVERSTIY | |||||||||
| COLGATE UNIVERSITY | 13 OAK DRIVE | 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | CHARITY | J W JOHNSON ENDOWED SCHOLARSHIP | $6,000 |
| MIDDLEBURY COLLEGE | |||||||||
| MIDDLEBURY COLLEGE | 5370 MIDDLEBURY COLLEGE | 5370 MIDDLEBURY COLLEGE | MIDDLEBURY | VT | 05753 | NONE | CHARITY | MAITENANCE OF KOHN FIELD | $6,000 |
| MOWGLIS SCHOOL OF THE | |||||||||
| MOWGLIS SCHOOL OF THE OPEN | PO BOX 9 | PO BOX 9 | HEBRON | NH | 03241 | NONE | CHARITY | SCHOLARSHIP FUND | $6,000 |
| CHOATE ROSEMARY HALL | |||||||||
| CHOATE ROSEMARY HALL | 333 CHRISTIAN STREET | 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | NONE | CHARITY | JENNIFER W JOHNSON SCHOLARSHIP FUND | $10,000 |
| STRATTON MOUNTAIN SCHOOL | |||||||||
| STRATTON MOUNTAIN SCHOOL - PATTI KALTSAS FUND | WORLD CUP CIRCLE | WORLD CUP CIRCLE | STRATTON MOUNTAIN | VT | 05155 | NONE | CHARITY | SCHOLARSHIPS | $18,000 |
| UNIVERSITY OF DENVER | |||||||||
| UNIVERSITY OF DENVER | 2190 EAST ASBURY AVENUE | 2190 EAST ASBURY AVENUE | DENVER | CO | 80208 | NONE | CHARITY | LACROSSE SCHOLARSHIP | $10,000 |
| WILSON FIRE DEPTARTMENT | |||||||||
| WILSON FIRE DEPARTMENT | PO BOX 31 | PO BOX 31 | WILSON | WY | 83014 | NONE | CHARITY | CAPITAL EQUIPMENT NEEDS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 156500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 153257 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 75020 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 228277 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 228277 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIELD & MCCLURE CPAS, PC | Category |
| Amount | $5,538 | Amount |
| Disbursements Charitable Prps | 5538 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| WORTHINGTON JOHNSON JR |
| MARIA JOHNSON |
| NINA JOHNSON LYNCH |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (78 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| 19,000 BP CAP MARKETS PL 3.12% | 2009-03 | PURCHASE | 2011-03 | 19401 | 19041 | 360 |
| 11,000 BP CAP MARKETS PL 3.12% | 2009-03 | PURCHASE | 2011-03 | 11232 | 11024 | 208 |
| 10,000 BP CAP MARKETS PL 3.12% | 2009-03 | PURCHASE | 2011-03 | 10221 | 9325 | 896 |
| 51,000 BP CAP MARKETS PL 3.12% | 2010-06 | PURCHASE | 2011-03 | 52076 | 47558 | 4518 |
| 19,000 BP CAP MARKETS PL 3.12% | 2009-06 | PURCHASE | 2011-03 | 19401 | 17718 | 1683 |
| 100,000 BP CAP MARKETS PL 3.12% | 2010-06 | PURCHASE | 2011-08 | 100398 | 93250 | 7148 |
| 50,000 BP CAP MARKETS PL 3.12% | 2010-06 | PURCHASE | 2011-09 | 50353 | 46625 | 3728 |
| 150,000 BP CAP MARKETS PL 3.12% | 2010-06 | PURCHASE | 2011-12 | 150300 | 139875 | 10425 |
| 19,000 BP CAP MARKETS PL 3.12% | 2010-12 | PURCHASE | 2011-12 | 19038 | 19077 | -39 |
| 280,000 FEDERAL HOME LOAN BANK | 2006-12 | PURCHASE | 2011-06 | 282604 | 280000 | 2604 |
| 700,000 FEDERAL HOME LOAN BANK | 2006-12 | PURCHASE | 2011-09 | 700000 | 700000 | |
| 70 ISHARES BARCLAYS 1-3 YEAR | 2011-09 | PURCHASE | 2011-09 | 5913 | 5931 | -18 |
| 2,000 GENERAL MOTORS CO | 2010-11 | PURCHASE | 2011-09 | 72599 | 104679 | -32080 |
| 8,830 ISHARES BARCLAYS 1-3 YEAR | 2011-09 | PURCHASE | 2011-09 | 745414 | 748190 | -2776 |
| 125 INGERSOLL-RAND PLC | 2009-11 | PURCHASE | 2011-01 | 5672 | 4678 | 994 |
| 25 KOHLS CORP WISC | 2009-01 | PURCHASE | 2011-01 | 1293 | 963 | 330 |
| 50 KOHLS CORP WISC | 2009-01 | PURCHASE | 2011-01 | 2587 | 1919 | 668 |
| 150 KOHLS CORP WISC | 2009-02 | PURCHASE | 2011-01 | 7760 | 5640 | 2120 |
| 175 LOWE'S | 2008-10 | PURCHASE | 2011-01 | 4181 | 3405 | 776 |
| 200 LOWE'S | 2008-11 | PURCHASE | 2011-01 | 4779 | 3951 | 828 |
| 100 BOEING | 2010-03 | PURCHASE | 2011-01 | 7110 | 6837 | 273 |
| 50 BOEING | 2010-03 | PURCHASE | 2011-01 | 3555 | 3509 | 46 |
| 100 NATIONAL-OILWELL VARCO | 2010-05 | PURCHASE | 2011-01 | 6572 | 4336 | 2236 |
| 80 APACHE | 2009-05 | PURCHASE | 2011-02 | 9377 | 6468 | 2909 |
| 50 APACHE | 2009-05 | PURCHASE | 2011-02 | 5861 | 3942 | 1919 |
| 234 CISCO | 2005-11 | PURCHASE | 2011-02 | 4339 | 4123 | 216 |
| 325 CISCO | 2007-01 | PURCHASE | 2011-02 | 6026 | 9303 | -3277 |
| 200 EMC | 2008-10 | PURCHASE | 2011-02 | 5333 | 2097 | 3236 |
| 75 PRICE T ROWE GROUP | 2009-05 | PURCHASE | 2011-02 | 4983 | 2927 | 2056 |
| 90 HESS | 2009-08 | PURCHASE | 2011-03 | 6961 | 4734 | 2227 |
| 35 HESS | 2009-09 | PURCHASE | 2011-03 | 2707 | 1929 | 778 |
| 50 PRICE T ROWE GROUP | 2009-05 | PURCHASE | 2011-03 | 3248 | 1951 | 1297 |
| 75 WAL-MART | 2007-03 | PURCHASE | 2011-03 | 3877 | 3553 | 324 |
| 142 MOTOROLA | 2010-09 | PURCHASE | 2011-03 | 5381 | 4945 | 436 |
| 125 MOTOROLA | 2011-01 | PURCHASE | 2011-03 | 4737 | 4892 | -155 |
| 125 MOTOROLA | 2010-09 | PURCHASE | 2011-03 | 3102 | 3640 | -538 |
| 150 MOTOROLA | 2011-01 | PURCHASE | 2011-03 | 3722 | 5006 | -1284 |
| 250 MOTOROLA | 2011-01 | PURCHASE | 2011-03 | 6204 | 8938 | -2734 |
| 275 PG&E | 2010-08 | PURCHASE | 2011-03 | 11555 | 13096 | -1541 |
| 75 PRICE T ROWE GROUP | 2010-06 | PURCHASE | 2011-03 | 4872 | 3782 | 1090 |
| 25 ST JUDE MEDICAL | 2010-11 | PURCHASE | 2011-03 | 1222 | 974 | 248 |
| 125 WAL-MART | 2007-03 | PURCHASE | 2011-04 | 6675 | 5922 | 753 |
| 50 WAL-MART | 2010-08 | PURCHASE | 2011-04 | 2670 | 2618 | 52 |
| 100 AMER EXPRESS | 2003-04 | PURCHASE | 2011-05 | 5008 | 3071 | 1937 |
| 350 EMC | 2008-10 | PURCHASE | 2011-05 | 9461 | 3670 | 5791 |
| 90 HESS | 2009-09 | PURCHASE | 2011-05 | 6889 | 4960 | 1929 |
| 25 HESS | 2009-10 | PURCHASE | 2011-05 | 1914 | 1523 | 391 |
| 100 NATIONAL-OIL WELL VARCO | 2010-05 | PURCHASE | 2011-05 | 7004 | 4336 | 2668 |
| 100 ST. JUDE MEDICAL | 2010-11 | PURCHASE | 2011-06 | 4747 | 3895 | 852 |
| 240 ACE | 2010-08 | PURCHASE | 2011-06 | 15722 | 12795 | 2927 |
| 284 AMER EXPRESS | 2010-06 | PURCHASE | 2011-06 | 14610 | 9748 | 4862 |
| 50 APPLE | 2011-03 | PURCHASE | 2011-06 | 16727 | 17828 | -1101 |
| 450 ARCHER DANIELS MIDLD | 2010-11 | PURCHASE | 2011-06 | 13486 | 13353 | 133 |
| 230 DEVON ENERGY | 2011-02 | PURCHASE | 2011-06 | 18070 | 20358 | -2288 |
| 368 DISNEY | 2008-08 | PURCHASE | 2011-06 | 14304 | 10671 | 3633 |
| 160 ECOLAB | 2011-06 | PURCHASE | 2011-06 | 8944 | 8771 | 173 |
| 1,100 GENERAL ELECTRIC | 2010-06 | PURCHASE | 2011-06 | 20692 | 17514 | 3178 |
| 26 GOOGLE | 2009-07 | PURCHASE | 2011-06 | 13048 | 11045 | 2003 |
| 300 HONEYWELL | 2010-06 | PURCHASE | 2011-06 | 17807 | 12710 | 5097 |
| 300 INGERSOLL-RAND | 2010-03 | PURCHASE | 2011-06 | 13595 | 11058 | 2537 |
| 575 INTL PAPER | 2008-12 | PURCHASE | 2011-06 | 17102 | 10022 | 7080 |
| 375 JPMORGAN CHASE | 2009-12 | PURCHASE | 2011-06 | 15259 | 15791 | -532 |
| 475 KRAFT FOOD | 2010-04 | PURCHASE | 2011-06 | 16675 | 14609 | 2066 |
| 60 MASTERCARD | 2010-10 | PURCHASE | 2011-06 | 18066 | 13684 | 4382 |
| 700 MICROSOFT | 2010-08 | PURCHASE | 2011-06 | 18082 | 19769 | -1687 |
| 675 MORGAN STANLEY | 2011-03 | PURCHASE | 2011-06 | 15368 | 19004 | -3636 |
| 150 NATIONAL-OILWELL VARCO | 2010-06 | PURCHASE | 2011-06 | 11611 | 6425 | 5186 |
| 1,200 NEWS CORP | 2011-03 | PURCHASE | 2011-06 | 21138 | 20129 | 1009 |
| 70 OCCIDENTAL PETE | 2011-05 | PURCHASE | 2011-06 | 7221 | 7377 | -156 |
| 825 PFIZER | 2010-08 | PURCHASE | 2011-06 | 16949 | 14613 | 2336 |
| 70 PRECISION CASTPARTS | 2011-03 | PURCHASE | 2011-06 | 11462 | 10292 | 1170 |
| 250 PROCTER & GAMBLE | 2011-04 | PURCHASE | 2011-06 | 15770 | 9788 | 5982 |
| 250 QUALCOMM | 2010-04 | PURCHASE | 2011-06 | 14125 | 10437 | 3688 |
| 275 ST JUDE MEDICAL | 2010-11 | PURCHASE | 2011-06 | 13090 | 10881 | 2209 |
| 725 TD AMERITRADE | 2011-03 | PURCHASE | 2011-06 | 14054 | 15272 | -1218 |
| 350 TEVA PHARMA | 2011-04 | PURCHASE | 2011-06 | 16783 | 16069 | 714 |
| 55 WHIRLPOOL | 2011-06 | PURCHASE | 2011-06 | 4416 | 4538 | -122 |
| 550 GENERAL MOTORS | 2011-03 | PURCHASE | 2011-07 | 16945 | 18058 | -1113 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GENERAL ELECTIONS | Identifier |
| Explanation | YEAR ENDED: DECEMBER 31, 2011 20-8411928 THE JWJ FAMILY FOUNDATION, INC. P.O. BOX 7241 JACKSON, WY 83002 TREATMENT OF QUALIFYING DISTRIBUTIONS ELECTION UNDER IRC SECTION 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE NONOPERATING PRIVATE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF: UNDISTRIBUTED INCOME FROM THE TAX YEARS ENDING: TAX YEAR AMOUNT ________ ___________ ________ ___________ ________ ___________ CORPUS /S/ ______________________________ NAME ______________________________ TITLE ______________________________ | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (14 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 20,000 HERSHEY FOODS CORP | 20000 | 20684 |
| 40,000 VERIZON COMMUNICATIONS | 39407 | 48740 |
| 30,000 BP CAPITAL MARKETS PLC CO | ||
| 380,000 BP CAPITAL MARKETS PLC | ||
| 19,000 BP CAPITAL MARKETS PLC | ||
| 250,000 MORGAN STANLEY SER MTN | 248750 | 228920 |
| 1,600 GOLDMAN SACHS GROUP INC | 40000 | 39632 |
| 100,000 ALLY FINANCIAL INC 2014 | 101032 | 96500 |
| 100,000 ALLY FINANCIAL INC 2014 | 96000 | 96500 |
| 5,000 VERIZON COMMUNICATIONS 2019 | 5860 | 6093 |
| 10,000 VERIZON COMMUNICATIONS 2019 | 11797 | 12185 |
| 10,000 VERIZON COMMUNICATIONS 2019 | 12190 | 12185 |
| 15,000 MORGAN STANLEY 2016 | 16073 | 14609 |
| 2,400 GOLDMAN SACHS GROUP INC 2060 | 58248 | 59448 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (51 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 25 INGERSOLL-RAND PLC | ||
| 25 T ROWE PRICE GROUP INC | ||
| 100 PFIZER INC | ||
| 100 JP MORGAN CHASE & CO | ||
| 100 AMERICAN EXPRESS COMPANY | ||
| 200 MICROSOFT CORP | ||
| 275 MORGAN STANLEY | ||
| 1,000 MOTOROLA INC | ||
| 250 GENERAL MOTORS CO | ||
| 375 LOWE'S COMPANIES INC | ||
| 150 BOEING COMPANY | ||
| 175 PROCTOR & GAMBLE CO | ||
| 175 T ROWE PRICE GROUP INC | ||
| 559 CISCO SYSTEMS, INC | ||
| 275 JP MORGAN CHASE & CO | ||
| 284 AMERICAN EXPRESS COMPANY | ||
| 225 KOHLS CORP WISC PV 1CT | ||
| 250 QUALCOMM INC | ||
| 725 PFIZER INC | ||
| 250 TEVA PHARMACEUTICAL ADR | ||
| 275 PG & E CORP | ||
| 60 MASTERCARD CL A | ||
| 250 WAL-MART STORES INC | ||
| 450 ARCHER-DANIELS-MIDLAND CO | ||
| 368 DISNEY HOLDING CO | ||
| 500 MICROSOFT CORP | ||
| 240 ACE LIMITED | ||
| 475 KRAFT FOODS INC | ||
| 26 GOOGLE INC CL A | ||
| 130 APACHE CORP | ||
| 575 INTL PAPER CO | ||
| 300 HONEYWELL INTL INC | ||
| 400 ST JUDE MEDICAL INC | ||
| 240 HESS CORP | ||
| 400 INGERSOLL-RAND PLC | ||
| 1,100 GENERAL ELECTRIC CO | ||
| 350 NATIONAL OILWELL VARCO INC | ||
| 2,000 GENERAL MOTORS CO | ||
| 10,000 ANNALY CAP MGMT INC | 179199 | 159600 |
| 1,500 ANNALY CAP MGMT INC | 26913 | 23940 |
| 300 ANNALY CAP MGMT INC | 5358 | 4788 |
| 2,250 ANNALY CAP MGMT INC | 40343 | 35910 |
| 15,000 ANNALY CAP MGMT INC | 281858 | 239400 |
| 1,050 ANNALY CAP MGMT INC | 17882 | 16758 |
| 5,000 BRISTOL-MYERS SQUIBB CO | 157178 | 176200 |
| 4,000 EL PASO PIPELINE PARTNER LP | 147450 | 138480 |
| 1,000 EL PASO PIPELINE PARTNER LP | 33346 | 34620 |
| 3,100 HEALTH CARE REIT INC | 148135 | 169043 |
| 8,300 PFIZER INC | 150230 | 179612 |
| 2,000 KINDER MORGAN ENERGY PARTNERS | 146253 | 169900 |
| 2,170 ISHARE BARCLAYS 20 + YR TREAS | 254807 | 263113 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 556937 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 546973 | USGovtSecuritiesEOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENTS TO COST BASIS OF INVESTMENTS | Description |
| Amount | $16,969 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| CORP SERVICE COMPANY-FILING F | 175 | 175 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| BESSEMER TRUST-INVEST MNGT FEES | $215 | 215 |
| LAWRENCE CAP-INVEST ADMIN FEES | $3,000 | 3000 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| TAX ON NET INVESTMENT INCOME | $3,955 | 3955 |
| FORIEGN TAX | $10 | 10 |
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