J SQUARED FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- J SQUARED FAMILY FOUNDATION (EIN 76-0535844)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-07
- IRS object ID
- 201203129349100105
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-07T09:15:56-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760522558 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS TX LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 GREENWAY PLAZA SUITE 200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77046 | 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 | 760535844 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN W AND ANN K JOHNSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 7136273303 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 27727 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77227 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN W JOHNSON | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 7136273303 | Phone |
| Date Signed | 2012-11-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES M LOH | Name |
| PTIN | P00004200 | PTIN |
| Phone | 7139601706 | Phone |
| 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 | 1780017 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 94519 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1126 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1126 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 46238 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 46238 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -23722 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 190170 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 118164 | TotalRevenueAndExpenses |
| Total Net Investment Income | 47367 | 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 |
| Other Expenses Rev And Expnss | 2109 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2109 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2109 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2109 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 65250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 65250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 67359 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2109 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 65250 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 50805 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 45258 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 202859 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 112183 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 112183 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 693468 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 876253 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1608404 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 59430 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 59430 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 896327 | TotalAssetsBOY |
| Total Assets EOY | 1047866 | TotalAssetsEOY |
| Total Assets EOYFMV | 1780017 | 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 | 896327 | RetainedEarningsBOY |
| Retained Earnings EOY | 1047866 | RetainedEarningsEOY |
| Total Net Assets BOY | 896327 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1047866 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 896327 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1047866 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 896327 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 50805 | ExcessOfRevenueOverExpenses |
| Other Increases | 100734 | OtherIncreases |
| Subtotal | 1047866 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1047866 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 500 SHS CITIGROUP INC | 2010-04-09 | 2011-08-23 | 13289 | 22854 | -9565 | -9565 |
| 1,500 SHS CITIGROUP INC | 2011-06-01 | 2011-08-23 | 39867 | 71653 | -31786 | -31786 |
| 2,059 SHS PROCTER & GAMBLE COMPANY | 2010-10-28 | 2011-10-28 | 132884 | 115270 | 17614 | 17614 |
| 64 SHS PROCTER & GAMBLE COMPANY | 2011-06-01 | 2011-10-28 | 4130 | 4115 | 15 | 15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -23722 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 50000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1361647 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.036720 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 55595 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 993416 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055963 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 56194 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1164802 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048243 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 40250 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1189656 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.033833 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 39086 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 926462 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042188 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.216947 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043389 | AverageDistributionRatio |
| Net Noncharitable Assets | 1687469 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 73218 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 453 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 73671 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 65250 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 905 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 905 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 905 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 2000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 20 | PenaltyForUnderpayment |
| Overpayment | 1075 | Overpayment |
| Amount Credited To Next Year | 1075 | 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 | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | 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 | JOHN W JOHNSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7136273303 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 SOUTHWEST FREEWAY 27TH FLOOR | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77027 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANN K JOHNSON | ||||||||
| PO BOX 27727 | HOUSTON | TX | 77227 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| JOHN W JOHNSON | ||||||||
| PO BOX 27727 | HOUSTON | TX | 77227 | SEC/TREASURER | 2.00 | 0 | 0 | 0 |
| CHRISTOPHER B JOHNSON | ||||||||
| PO BOX 27727 | HOUSTON | TX | 77227 | VICE PRESIDENT | 2.00 | 0 | 0 | 0 |
| KIMBALL MORINIERE | ||||||||
| PO BOX 27727 | HOUSTON | TX | 77227 | VICE PRESIDENT | 2.00 | 0 | 0 | 0 |
| RUTH M JOHNSON | ||||||||
| PO BOX 27727 | HOUSTON | TX | 77227 | VICE PRESIDENT | 2.00 | 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) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1567773 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 145394 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1713167 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1713167 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25698 | CashDeemedCharitable |
| Net Noncharitable Assets | 1687469 | NetNoncharitableAssets |
| Minimum Investment Return | 84373 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 84373 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 905 | TaxBasedOnInvestmentIncome |
| Total Tax | 905 | TotalTax |
| Distributable Amount Before Adj | 83468 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 83468 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 83468 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 65250 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 65250 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 65250 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 83468 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 65043 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 65250 | QualifyingDistributions |
| Applied To Year1 | 65043 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 207 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 83261 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN K JOHNSON | ContributingManager |
| Contributing Manager | JOHN W JOHNSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMAZING PLACE | |||||||
| 2714 JOANEL | HOUSTON | TX | 77027 | N/A | N/A | GENERAL SUPPORT | $1,000 |
| AMERICAN LEADERSHIP FORUM | |||||||
| 3101 RICHMOND AVE SUITE 140 | HOUSTON | TX | 77098 | N/A | N/A | GENERAL SUPPORT | $1,000 |
| BROOKWOOD COMMUNITY | |||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | N/A | N/A | GENERAL SUPPORT | $2,500 |
| CHRISTIAN COMMUNITY SERVICE CENTER | |||||||
| PO BOX 27924 | HOUSTON | TX | 77227 | N/A | N/A | GENERAL SUPPORT | $500 |
| COMMUNITIES IN SCHOOLS | |||||||
| 1235 N LOOP WEST SUITE 300 | HOUSTON | TX | 77008 | N/A | N/A | GENERAL SUPPORT | $1,000 |
| DBSA GREATER HOUSTON | |||||||
| 3800 BUFFALO SPEEDWAY STE 300 | HOUSTON | TX | 77098 | N/A | N/A | GENERAL SUPPORT | $500 |
| FRIENDS FOR LIFE | |||||||
| PO BOX 70575 | HOUSTON | TX | 77270 | N/A | N/A | GENERAL SUPPORT | $7,500 |
| HARMON FAMILY FOUNDATION | |||||||
| 18068 NANTUCKET DRIVE | HOUSTON | TX | 77057 | N/A | N/A | GENERAL SUPPORT | $2,500 |
| HARMON RECOVERY FOUNDATION | |||||||
| 79175 CAMINO ROSADA | LA QUINTA | CA | 92253 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| HARRIS COUNTY HOSPITAL DISTRICT FOUNDATION | |||||||
| 2525 HOLLY HALL | HOUSTON | TX | 77054 | N/A | N/A | GENERAL SUPPORT | $10,000 |
| HOUSTON SYMPHONY | |||||||
| 615 LOUISIANA STREET SUITE 102 | HOUSTON | TX | 77002 | N/A | N/A | GENERAL SUPPORT | $250 |
| MEMORIAL PARK CONSERVANCY | |||||||
| PO BOX 131024 | HOUSTON | TX | 77219 | N/A | N/A | GENERAL SUPPORT | $2,500 |
| SCENIC HOUSTON | |||||||
| 3015 RICHMOND AVENUE SUITE 220 | HOUSTON | TX | 77098 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| PROJECT GRAD USA | |||||||
| 4265 SAN FELIPE STE 900 | HOUSTON | TX | 77027 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| TEACH FOR AMERICA | |||||||
| 4669 SOUTHWEST FREEWAY SUITE 600 | HOUSTON | TX | 77027 | N/A | N/A | GENERAL SUPPORT | $10,000 |
| THE RISE SCHOOL OF HOUSTON | |||||||
| 8080 NORTH STADIUM DRIVE | HOUSTON | TX | 77054 | N/A | N/A | GENERAL SUPPORT | $1,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VADERBILT PLACE | NASHVILLE | TN | 37235 | N/A | N/A | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 65250 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,126 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $46,238 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | $3 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$23,722 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $3 | UnrelatedBusinessIncomeAmount |
| Exclusion | $23,642 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 23645 | TotalPartXVIA |
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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | JOHN W JOHNSON | PO BOX 27727 | HOUSTON | TX | 77227 | 33983 | X |
| 2 | JOHN W JOHNSON | PO BOX 27727 | HOUSTON | TX | 77227 | 60536 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 4162 SHARES OF BOINGO STOCK | 33983 | 2011-11-25 |
| 2 | 5% SHARE IN COMMUNITY BANCORP, LLC | 60536 | 2011-01-01 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (12 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 6,784 SHS ALTRIA GROUP, INC | 67948 | 201146 |
| 17 SHS PROCTER & GAMBLE | 1076 | 1134 |
| 5,387 SHS. KRAFT FOODS, INC, | 91680 | 201258 |
| 7,611 SHS . PHILIP MORRIS | 200008 | 597311 |
| 18,105 SHS. BANK OF AMERICA CORPORATION | 102905 | 100664 |
| 10,030 SHS. ZIONS BANCORP | 134763 | 163288 |
| 5,224 SHS GENERAL ELECTRIC COMPANY | 84762 | 93562 |
| 2,057 SHS QUALCOMM INC | 80806 | 112518 |
| 100 SHS APPLE INC | 38934 | 40500 |
| 3,000 SHS JUNIPER NETWORKS INC. | 56973 | 61230 |
| 5,000 SHS CITIGROUP | 0 | 0 |
| 4,162 SHS BOINGO WIRELESS INC | 16398 | 35793 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CBC/PLATFORM CO-INVESTORS II, LP | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 59430 | BookValue |
| EOYFMV | 59430 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OTHER EXPENSES - CBC | 1109 | 1109 | 0 |
| OTHE GIFTS | 1000 | 1000 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CBC/PLATFORM CO-INVESTORS II, LP | Description |
| Revenue And Expenses Per Books | 3 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3 | NetInvestmentIncome |
| Adjusted Net Income | 3 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET ASSET VALUE ADJUSTMENT | Description |
| Amount | $100,734 | Amount |
Comments