CARL J AND MARGOT A JOHNSON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CARL J AND MARGOT A JOHNSON FOUNDATION (EIN 25-1675809)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-15
- IRS object ID
- 202622279349100002
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-15T12:41:05-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274510644 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philip T Charon and Co PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6220 Colleyville Blvd Suite A | AddressLine1Txt |
| City | Colleyville | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251675809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARL J AND MARGOT A JOHNSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 4125126764 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1396 Sand Run Rd | AddressLine1Txt |
| City | Akron | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44313 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL J JOHNSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4125126764 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Philip T Charon | PreparerPersonNm |
| PTIN | P01442771 | PTIN |
| Phone | 8179443040 | PhoneNum |
| Preparation | 2026-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,566,849 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,829 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,829 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $282,604 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$57,141 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $318,439 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | -$21,306 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $15,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,708 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,708 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $664 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $664 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,835 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,835 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,066 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,066 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $91,273 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,273 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,392,223 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,392,223 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,483,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,273 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,392,223 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,165,057 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,648 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $542,414 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $542,414 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $12,146,867 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $12,146,867 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $12,146,867 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,324,325 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,276,279 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,376,900 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,145,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,414 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,414 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $23,555,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,498,812 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,498,812 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $3,871 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,856 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,856 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,237,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,466,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,566,849 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,916,557 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,916,557 | CapitalStockEOYAmt |
| Retained Earning BOY | $30,321,105 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,549,671 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,237,662 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,466,228 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,237,662 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,466,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,237,662 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,165,057 | ExcessRevenueOverExpensesAmt |
| Other Increases | $476,177 | OtherIncreasesAmt |
| Subtotal | $39,548,782 | SubtotalAmt |
| Other Decreases | $82,554 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,466,228 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Joseph D Brookhart | IndividualWithBooksNm |
| Phone | 7233987940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1396 Sand Run Rd | AddressLine1Txt |
| City | Akron | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44313 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CARL J JOHNSON | ||||||||
| 90 ELISABETH WAY | MCKINNEY | TX | 75069 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMIE BROOKHART | ||||||||
| 700 Maple Creek Dr | MCKINNEY | TX | 75069 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| JD BROOKHART | ||||||||
| 700 Maple Creek Dr | FAIRVIEW | TX | 75069 | EXECUTIVE DIRECTOR | 15.00 | $60,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| John Trepl II | |||||
| 24040 Camino del Avion A107 | Dana Point | CA | 92629 | Engineering | $189,257 |
| Dang Tieu | |||||
| 2901 W Wisteria Pl | Santa Ana | CA | 92704 | Engineering | $86,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $54,755,846 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $263,012 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $193,519 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,212,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $55,212,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $828,186 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,384,191 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,719,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,719,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $2,719,210 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,719,210 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,719,210 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,392,223 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,392,223 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,719,210 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $178,597 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $178,597 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,392,223 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,392,223 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $178,597 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $178,597 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,148,390 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARL J JOHNSON | ContributingManagerNm |
| Shareholder Manager | CARL J JOHNSON | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Purdue University | ||||||
| Hovde Hall Administration | West Lafayette | IN | 47907 | PC | Furtherence of Wafer Fab Engineering Technology | $753,000 |
| Aid For Women | ||||||
| 8 S Michigan Ave STE 1418 | Chicago | IL | 60603 | PC | Unrestricted | $30,315 |
| Yetsena Foundation | ||||||
| 3411 Links Dr | Fairlawn | OH | 44333 | PC | Unrestricted | $30,327 |
| Univ of Akron Foundation | ||||||
| InfoCision Stadium STE 200 | Akron | OH | 443252603 | PC | Unrestricted | $206,644 |
| Multiplication Network Ministries | ||||||
| 22515 Torrance Ave | Sauk Village | IL | 60411 | PC | Unrestricted | $155,990 |
| Tyler's Light Inc | ||||||
| 1262 Hill dr | N Pickerington | OH | 43147 | PC | Unrestricted | $15,350 |
| Pinky Swear Foundation | ||||||
| 5555 W 78th St STE E | Edina | MN | 55439 | PC | Unrestricted | $60,282 |
| Foundation Scotland | ||||||
| 15 Calton Rd | Edinburgh UK | OH | 44313 | PC | Unrestricted | $65,000 |
| Stonebriar Comm Church | ||||||
| 4801 Legendary Dr | Frisco | TX | 750348589 | PC | Unrestricted | $30,315 |
| IGM Orphanage Inc | ||||||
| 9221 Research Drive | Irvine | CA | 92618 | PC | Unrestricted | $20,000 |
| Topeka High School Histrorical Fnd | ||||||
| 800 SW 10th St | Topeka | KS | 66612 | PC | Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,392,223 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,829 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Alternative Investments | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$57,141 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$21,306 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$21,306 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | P T Charon CPA PLLC Acctg & Tax | CategoryTxt |
| Amt | $10,708 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Coherent Corp | StockNm |
| EOY Book Value | $3,276,279 | EOYBookValueAmt |
| EOYFMV | $32,376,900 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $2,414 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,414 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Millenium International FOCUS cl GG | $366,958 | $366,958 |
| Engaged Capital | $381,854 | $381,854 |
| SemiQ, Inc | $22,750,000 | $22,750,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Unsettled Trade Activity | $3,871 | $1,856 | $1,856 |
| Perdue Project | $0 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 Income Tax paid | Desc |
| Amt | $82,554 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Subscriptions/Books | Desc |
| Revenue And Expenses Per Books | $1,066 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,066 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Alternative Investments | -$57,141 | -$57,141 |
| Unrealized Gain-Contributed Personal Property | $339,745 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED G/L OF SECURITIES DISTRIBUTED AT FMV | Desc |
| Amt | $476,177 | Amt |
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