C AND A JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
C AND A JOHNSON FAMILY FOUNDATION (EIN 47-4003028)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-01
IRS object ID
202610919349100901
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-01T13:36:12-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1405 HOWARD ST STE 600AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941052674ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474003028EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1C AND A JOHNSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCANDBusinessNameControlTxt
Phone6503123056PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11220 SOUTH OCEAN BOULEVARDAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES B JOHNSONPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6503123056PhoneNum
Signature2026-03-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAE CLARKEPreparerPersonNm
PTINP01341592PTIN
Phone4154985000PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$121,718,642FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$38InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,163,940DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,163,940DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,163,978TotalRevAndExpnssAmt
Total Net Invst Incm$6,163,978TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,941LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,471LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$1,470LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,720AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,860AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,860AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$85,025TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$23OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$22OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$99,731TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,354TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,352TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,567,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,567,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,666,731TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,354TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,574,352TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,497,247ExcessRevenueOverExpensesAmt
Net Investment Income$6,156,624NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,866CashBOYAmt
Cash EOY$196,179CashEOYAmt
Cash EOYFMV$196,179CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,799,460SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,145,043SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,145,043SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,135,002CorporateStockBOYAmt
Corporate Stock EOY$1,135,002CorporateStockEOYAmt
Corporate Stock EOYFMV$107,377,420CorporateStockEOYFMVAmt
Total Assets BOY$10,987,328TotalAssetsBOYAmt
Total Assets EOY$15,476,224TotalAssetsEOYAmt
Total Assets EOYFMV$121,718,642TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$10,987,328NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$15,476,224NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$10,987,328TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,476,224TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,987,328TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,476,224TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,987,328TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,497,247ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$15,484,575SubtotalAmt
Other Decreases$8,351OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,476,224TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$85,577InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$85,577SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$85,577TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$89,623EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$89,623TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$4,046OverpaymentAmt
Applied To ES Tax$4,046AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARLES B JOHNSONIndividualWithBooksNm
Phone6503123056PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11220 SOUTH OCEAN BOULEVARDAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES B JOHNSON
1220 SOUTH OCEAN BOULEVARDPALM BEACHFL33480TREASURER & CHAIRMAN / DIRECTOR1.00$0$0$0
ANN L JOHNSON
1220 SOUTH OCEAN BOULEVARDPALM BEACHFL33480PRESIDENT / DIRECTOR1.00$0$0$0
PHIL SCATENA
ONE FRANKLIN PARKWAYSAN MATEOCA94403SECRETARY1.00$0$0$0
GREG JOHNSON
ONE FRANKLIN PARKWAYSAN MATEOCA94403OFFICER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$96,603,552AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,641,452AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$109,245,004TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$109,245,004AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,638,675CashDeemedCharitableAmt
Net Vl Noncharitable Assets$107,606,329NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,380,316MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,380,316MinimumInvestmentReturnAmt
Tax Based On Investment Income$85,577TaxBasedOnInvestmentIncomeAmt
Total Tax$85,577TotalTaxAmt
Distributable Before Adj$5,294,739DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,294,739DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,294,739DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,574,352ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,574,352QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,294,739DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$63,001ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$63,001TotalExcessDistributionCyovAmt
Qualifying Distributions$1,574,352QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,574,352AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$63,001ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$63,001ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$3,657,386UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHARLES B JOHNSONContributingManagerNm
Contributing ManagerANN L JOHNSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHARLES B JOHNSON TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11120 SOUTH OCEAN BOULEVARDAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6503123056RecipientPhoneNum
Form And Info And MaterialsGRANT REQUESTS SHOULD BE MADE IN WRITING TO THE ADDRESS ABOVE.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsALL GIFTS ARE MADE PURSUANT TO TRUST INSTRUMENTS AND IN THE DISCRETION OF THE TRUSTEE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLIANCE TO PROTECT NANTUCKETS SOUND INC
4 BARNSTABLE RDHYANNISMA026015524PCCHARITABLE SUPPORT$10,000
AMERICAN COUNCIL OF TRUSTEES AND ALUMNI
1730 M STREET SUITE 600WASHINGTONDC20036PCCHARITABLE SUPPORT$10,000
ARCHBISHOP RIORDAN HIGH SCHOOL
175 FRIDA KAHLO WAYSAN FRANCISCOCA94112PCCHARITABLE SUPPORT$30,000
BUCKLEY INSTITUTE
265 CHURCH STREET SUITE 404NEW HAVENCT06510PCCHARITABLE SUPPORT$100,000
CARMEL IDEAS FOUNDATION
PO BOX 2424CARMELCA93921PCCHARITABLE SUPPORT$5,000
CHILD RESCUE COALITION INC
4530 CONFERENCE WAY SBOCA RATONFL334314489PCCHARITABLE SUPPORT$6,000
CHURCH OF CHRIST IN EASTWOOD EL PASO TX
10104 ALBUM AVENUEEL PASOTX79925PCCHARITABLE SUPPORT$50,000
CITY TEAM MINISTRIES
DONATION PROCESSING 2306 ZANKER RDSAN JOSECA95131PCCHARITABLE SUPPORT$10,000
COMMON SENSE SOCIETY
1455 PENNYSLVANIA AVE NW STE 400WASHINGTONDC20004PCCHARITABLE SUPPORT$25,000
COMMUNITY FOUNDATION FOR NANTUCKET
PO BOX 204NANTUCKETMA02554PCCHARITABLE SUPPORT$5,000
DAVID HOROWITZ FREEDOM CENTER
PO BOX 98105WASHINGTONDC200908105PCCHARITABLE SUPPORT$5,000
DAVID HOROWITZ FREEDOM CENTER
PO BOX 98105WASHINGTONDC200908105PCCHARITABLE SUPPORT$10,000
EASTSIDE COLLEGE PREP
1041 MYRTLE STREETEAST PALO ALTOCA94303PCCHARITABLE SUPPORT$30,000
EGAN MARITIME INSTITUTE
PO BOX 2923NANTUCKETMA02584PCCHARITABLE SUPPORT$17,000
EISENHOWER FOUNDATION
PO BOX 35ABILENEKS674100035PCCHARITABLE SUPPORT$25,000
FOUNDATION FOR ECONOMIC EDUCATION INC
1776 PEACHTREE ST NW SUITE 710-SATLANTAGA30309PCCHARITABLE SUPPORT$5,000
FREE TO CHOOSE NETWORK
2002 FILMORE AVENUEERIEPA16506PCCHARITABLE SUPPORT$25,000
FREEDOM FOUNDATION
260 RUSSELL BLVD STE BDAVISCA956163839PCCHARITABLE SUPPORT$25,000
FRESH LIFELINES FOR YOUTH
568 VALLEY WAYMILPITASCA95035PCCHARITABLE SUPPORT$6,000
GIANTS COMMUNITY FUND
24 WILLIE MAYS PLAZASAN FRANCISCOCA94107PCCHARITABLE SUPPORT$25,000
GOLDWATER INSTITUTE
500 EAST CORONADO ROADPHOENIXAZ85004PCCHARITABLE SUPPORT$10,000
HABITAT FOR HUMANITY
322 W LAMAR STREETAMERICUSGA31709PCCHARITABLE SUPPORT$6,000
HEALING HANDS INTERNATIONAL INC
455 MCNALLY DRIVENASHVILLETN37211PCCHARITABLE SUPPORT$150,000
HELP ONE CHILD MISSION TO CHILDREN ATRISK
858 UNIVERSITY AVELOS ALTOSCA94024PCCHARITABLE SUPPORT$6,000
INDEPENDENT INSTITUTE
100 SWAN WAYOAKLAND CACA94501PCCHARITABLE SUPPORT$25,000
INNER-CITY SCHOLARSHIP FUND
488 MADISON AVENUE 3RD FLOORNEW YORKNY10022PCCHARITABLE SUPPORT$100,000
INTERNATIONAL JUSTICE MISSION
PO BOX 96961WASHINGTONDC200906961PCCHARITABLE SUPPORT$6,000
JUDICIAL WATCH INC
425 THIRD STREET SW SUITE 800WASHINGTONDC20024PCCHARITABLE SUPPORT$25,000
LEADERSHIP INSTITUTE
1101 NORTH HIGHLAND STREETARLINGTONVA22201PCCHARITABLE SUPPORT$5,000
LUMIND RESEARCH DOWN SYNDROM FOUNDATION
225 CEDAR HILL STREET SUITE 200MARLBOROUGHMA01752PCCHARITABLE SUPPORT$6,000
MADE IN THE STREETS
409 FRANKLIN ROADBRENTWOODTN37027PCCHARITABLE SUPPORT$70,000
MEDICAL AMBASSADORS INTERNATIONAL
PO BOX 1302SALIDACA95368PCCHARITABLE SUPPORT$150,000
NATIONAL TRUST FOR HISTORIC PRESERVATION
2600 VIRGINIA AVE NW SUITE 1100WASHINGTONDC20077PCCHARITABLE SUPPORT$25,000
NEW ENGLAND ANIMAL SANCTUARY INC
61 GROVEVILLE ROADBUXTONME04093PCCHARITABLE SUPPORT$25,000
OLYMPIC CLUB FOUNDATION
524 POST STREETSAN FRANCISCOCA94102PCCHARITABLE SUPPORT$15,000
PACIFIC LEGAL FOUNDATION
555 CAPITAL MALL SUITE 1290SACRAMENTOCA95814PCCHARITABLE SUPPORT$25,000
PENINSULA BIBLE CHURCH
3505 MIDDLEFIELD ROADPALO ALTOCA94303PCCHARITABLE SUPPORT$25,000
REDEEMER LUTHERAN CHURCH AND SCHOOL
468 GRAND STREETREDWOOD CITYCA94062PCCHARITABLE SUPPORT$6,000
REDWOOD CHURCH
901 MADISON STREETREDWOOD CITYCA94061PCCHARITABLE SUPPORT$80,000
REDWOOD CHURCH
901 MADISON STREETREDWOOD CITYCA94061PCCHARITABLE SUPPORT$11,000
SAN FRANCISCO ITALIAN ATHLETIC CLUB FDTN
1630 STOCKTON STREETSAN FRANCISCOCA94133PCCHARITABLE SUPPORT$15,000
SCALA FOUNDATION
13 EDGEHILL STREETPRINCETONNJ08540PCCHARITABLE SUPPORT$55,000
SCHOLARLEADERS INTERNATIONAL
27850 IRMA LEE CIRCLELAKE FORESTIL60045PCCHARITABLE SUPPORT$6,000
SEMPER FI & AMERICAS FUND
825 COLLEGE BLVD STE 102 PMB 609OCEANSIDECA92057PCCHARITABLE SUPPORT$10,000
ST DOROTHY'S REST ASSOCIATION
PO BOX 440CAMP MEEKERCA95419PCCHARITABLE SUPPORT$25,000
ST DOROTHY'S REST ASSOCIATION
PO BOX 440CAMP MEEKERCA95419PCCHARITABLE SUPPORT$25,000
ST DOROTHY'S REST ASSOCIATION
PO BOX 440CAMP MEEKERCA95419PCCHARITABLE SUPPORT$25,000
STATE POLICY NETWORK
1655 NORTH FORT MYER DRIVE SUITEARLINGTONVA22209PCCHARITABLE SUPPORT$15,000360
STATE POLICY NETWORK
1655 NORTH FORT MYER DRIVE SUITEARLINGTONVA22209PCCHARITABLE SUPPORT$15,000360
STREET LIFE MINISTRIES
901 MADISON AVENUEREDWOOD CITYCA94061PCCHARITABLE SUPPORT$25,000
THORNE ECOLOGICAL INSTITUTE
PO BOX 19107BOULDERCO80308PCCHARITABLE SUPPORT$15,000
UCSF BENIOFF CHILDREN'S HOSPITALS FDTN
PO BOX 45339SAN FRANCISCOCA941450339PCCHARITABLE SUPPORT$10,000
WOODS HOLE OCEANOGRAPHIC INSTITUTION
266 WOODS HOLE ROAD MS40WOODS HOLEMA02543PCCHARITABLE SUPPORT$100,000
WORLD VISION
34834 WEYERHAEUSER WAY SFEDERAL WAYWA98001PCCHARITABLE SUPPORT$25,000
WYCLIFF BIBLE TRANSLATORS
P O BOX 620368ORLANDOFL328629913PCCHARITABLE SUPPORT$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,567,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,163,940ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,163,978ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,163,978TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEES - PWC US TAX LLPCategoryTxt
Amt$11,720Amt
Net Investment Income$5,860NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,860DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationDELAWARE DOES NOT REQUIRE THAT NONPROFITS FORMED UNDER DELAWARE LAW REGISTER WITH AND FILE SEPARATE ANNUAL FINANCIAL REPORTS WITH THE ATTORNEY GENERAL.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock4,401,825 SHARES OF FRANKLIN RESOURCES INCStockNm
EOY Book Value$1,135,002EOYBookValueAmt
EOYFMV$107,377,420EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEGAL FEES - CARTER LAYARD & MILBUM LP$2,470$1,235$0$1,235
LEGAL FEES - CSC$471$236$0$235

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ON SECURITIES CONTRIBUTED BY THE FOUNDATIONDesc
Amt$8,351Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$45RevenueAndExpensesPerBooksAmt
Net Investment Income$23NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$22DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2025 ESTIMATED PAYMENT$85,000$0$0$0
OTHER TAXES$25$0$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.