R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA (EIN 59-3761693)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202401299349101950
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T09:16:56-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 WALNUT STREET SUITE 3400 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593761693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R L JOHNSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | OF ARIZONA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RLJO | BusinessNameControlTxt |
| Phone | 4805638258 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9820 E THOMPSON PARKWAY LOT 719 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON FORSMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4805638258 | PhoneNum |
| Signature | 2024-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALLISON | PersonFirstNm |
| Person Last | FORSMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY GARISS | PreparerPersonNm |
| PTIN | P01345502 | PTIN |
| Phone | 8167047310 | PhoneNum |
| Preparation | 2024-03-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,923,203 | 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 |
| Dividends Rev And Expnss | $279,410 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $279,410 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,858,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,656 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $385,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $385,066 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $72,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,230 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,107 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $123 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,883 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,394 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $488 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $86,642 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86,642 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,471 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,471 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $184,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $165,614 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,611 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $496,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $496,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $680,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $165,614 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $514,611 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$295,160 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,452 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,630 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $742,368 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $742,368 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $2,006 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $203,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,187,492 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,047,361 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,180,835 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $375,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,796,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,789,729 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,923,203 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,796,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,789,729 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,796,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,789,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,796,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,789,729 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,796,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$295,160 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,500,968 | SubtotalAmt |
| Other Decreases | $711,239 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,789,729 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-01-01 | 2023-12-31 | $1,127,137 | $1,127,137 | $0 | $0 |
| PUBLICLY TRADED SECURITIES | 2022-12-31 | 2023-12-31 | $606,257 | $500,601 | $105,656 | $105,656 |
| PUBLICLY TRADED SECURITIES | 2022-12-31 | 2023-12-31 | $125,000 | $125,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,656 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,050 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,050 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,050 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,038 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,038 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $2,042 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT L JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4805638258 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9820 E THOMPSON PARKWAY LOT 719 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ALLISON FORSMAN | |||||||||
| 9820 EAST THOMPSON PEAK PKWY LOT | 719 | SCOTTSDALE | AZ | 85255 | PRESIDENT | 5.00 | $90,000 | $0 | $0 |
| ALICIA RENARD | |||||||||
| 9820 EAST THOMPSON PEAK PKWY LOT | 719 | SCOTTSDALE | AZ | 85255 | SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,057,449 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $370,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,427,976 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,427,976 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,271,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $513,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $513,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,050 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,050 | TotalTaxAmt |
| Distributable Before Adj | $510,528 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $510,528 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $510,528 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $514,611 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $514,611 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $510,528 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $289,395 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $514,611 | QualifyingDistributionsAmt |
| Applied To Year1 | $289,395 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $225,216 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $285,312 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT L JOHNSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9820 EAST THOMPSON PEAK PKWY LOT | AddressLine1Txt |
| Address Line2 | 719 | AddressLine2Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4805638258 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARIZONA CHRISTIAN UNIVERSITY | ||||||
| 1 W FIRESTORM WAY | GLENDALE | AZ | 85306 | PC | PROVIDE FUNDING FOR A BIBLICALLY INTEGRATED EDUCATION | $50,000 |
| CHOSEN INC | ||||||
| 400 TRAVIS LN 30 | WAUKESHA | WI | 53189 | PC | SUPPORT FOR MISSION TRIPS THAT BRING QUALITY MEDICAL CARE AND EQUIPMENT TO IMPOVERISHED AREAS OF THE WORLD | $10,000 |
| GRAND CANYON UNIVERSITY | ||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | PC | FUNDING FOR A CHRISTIAN BASED EDUCATION INCLUDING SCHOLARSHIPS | $56,000 |
| NEW MINISTRIES INC | ||||||
| 8010 E MORGAN TRAIL SUITE 7 | SCOTTSDALE | AZ | 85258 | PC | ASSIST WOMEN GOING THROUGH A SIGNIFICANT LIFE CHANGE OR UPROOTED BY A MOVE. | $10,000 |
| NOTRE DAME PREPARATORY SCHOOL | ||||||
| 9701 E BELL ROAD | SCOTTSDALE | AZ | 85260 | PC | EDCUATE AND EMPOWER GIRLS IN GRADES 6-12 TO BECOME WOMEN WHO TRANSFORM THE WORLD | $50,000 |
| PHOENIX RESCUE MISSION | ||||||
| PO BOX 6708 | PHOENIX | AZ | 85005 | PC | TO PROVIDE FUNDING FOR PROGRAMS TO HELP INDIVIDUALS STRUGGLING WITH HOMELESSNESS, ADDICTION, AND TRAUMA | $10,000 |
| PHOENIX SEMINARY | ||||||
| 7901 E SHEA BLVD | SCOTTSDALE | AZ | 85260 | PC | TRAIN MEN AND WOMEN FOR CHRIST CENTERED MINISTRY | $50,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | TO SUPPORT INTERNATIONAL DISASTER RELIEF | $120,000 |
| SCOTTSDALE BIBLE CHURCH | ||||||
| 7601 E SHEA BLVD | SCOTTSDALE | AZ | 85260 | PC | TO SUPPORT CHURCH ACTIVITIES AND OUTREACH PROGRAMS | $40,000 |
| SCOTTSDALE CHRISTIAN ACADEMY | ||||||
| 14400 N TATUM BLVD | PHOENIX | AZ | 85032 | PC | TO PROVIDE ACADEMIC FOUNDATION FOR STUDENTS FROM PRE-SCHOOL THROUGH 12TH GRADE | $50,000 |
| VALLEY CHRISTIAN SCHOOLS | ||||||
| 6304 S PRICE ROAD | TEMPE | AZ | 85283 | PC | TO PROVIDE EDUCATION FOR ELEMENTARY, MIDDLE SCHOOL, SECONDARY, SPECIAL NEEDS AND STEM STUDENTS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $496,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $279,410 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $105,656 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $385,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $385,066 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,883 | Amt |
| Net Investment Income | $4,394 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $488 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $34,261 | $151,456 |
| ALPHABET INC CLASS A COMMON STOCK | $53,543 | $153,659 |
| ALPHABET INC CLASS C CAPITAL STOCK | $42,077 | $132,474 |
| ALPS ETF TRUST ALERIAN MLP ETF | $110,837 | $276,380 |
| AMAZON.COM INC | $8,546 | $97,242 |
| APOLLO GLOBAL MANAGEMENT INC CLASS A COMMON STOCK | $63,697 | $232,975 |
| APPLE INC | $53,068 | $308,048 |
| APPLIED MATERIALS INC | $75,573 | $307,933 |
| AUTOMATIC DATA PROCESSING INC | $47,555 | $108,564 |
| BLACKROCK INC | $31,837 | $142,877 |
| BLACKSTONE GROUP INC CLASS A COMMON STOCK | $136,061 | $556,410 |
| BROADCOM INC COMMON STOCK | $26,373 | $317,015 |
| CARLYLE GROUP INC (THE) COMMON STOCK | $72,286 | $162,760 |
| CARRIER GLOBAL CORPORATION COMMON STOCK | $75,123 | $172,350 |
| CATERPILLAR INC | $78,192 | $177,402 |
| CBRE GROUP INC CL A | $63,965 | $172,217 |
| CITIGROUP GMH INC | $150,000 | $143,850 |
| COLGATE PALMOLIVE COMPANY | $62,978 | $103,623 |
| CONOCOPHILLIPS COMMON STOCK | $61,744 | $139,284 |
| CSX CORPORATION COM | $47,367 | $249,624 |
| DEUTSCHE TELEKOM AG SPONSORED ADR | $67,801 | $108,117 |
| DIAGEO PLC-SPONSORED ADR REPSTG 4 ORD SHS | $41,367 | $72,830 |
| DOVER CORPORATION | $67,202 | $164,577 |
| EDISON INTERNATIONAL | $58,036 | $92,937 |
| ENBRIDGE INC | $71,375 | $72,040 |
| FEDEX CORP | $90,487 | $132,809 |
| FOX CORPORATION CLASS B COMMON STOCK | $27,216 | $156,524 |
| ILLINOIS TOOL WORKS INC | $39,554 | $209,552 |
| INTERNATIONAL BUSINESS MACHINES CORP | $92,231 | $114,485 |
| INTUITIVE SURGICAL INC COM | $16,118 | $100,196 |
| IPG PHOTONICS CORP | $61,774 | $70,551 |
| ISHARES CORE S&P 500 ETF | $149,711 | $255,532 |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | $242,668 | $402,610 |
| ISHARES MSCI EAFE ETF | $72,930 | $96,071 |
| ISHARES SLECT DIVIDEND ETF | $44,203 | $90,377 |
| ISHARES TR CORE MSCI EAFE ETF | $99,061 | $119,595 |
| ISHARES TR CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $199,236 | $227,255 |
| ISHARES US FINANCIAL SERVICES ETF | $159,608 | $228,493 |
| JOHNSON & JOHNSON COMMON STOCK | $46,973 | $109,718 |
| JPMORGAN CHASE & CO | $50,588 | $204,120 |
| KBR INC | $71,520 | $221,640 |
| KINDER MORGAN INC | $58,803 | $84,672 |
| KKR & CO INC COMMON STOCK | $71,621 | $302,403 |
| LAM RESEARCH CORP | $48,179 | $344,634 |
| MCDONALDS CORP | $107,630 | $296,510 |
| MICROSOFT CORP | $103,520 | $300,832 |
| NESTLE SA-SPONSORED ADR REPSTG REGD ORD | $61,900 | $115,856 |
| OTIS WORLDWIDE CORPORATINO COMMON STOCK | $79,849 | $116,311 |
| PARKER HANNIFIN CORP | $60,801 | $230,350 |
| PAYCHEX INC | $23,129 | $89,333 |
| PEPSICO INC COMMON STOCK | $45,379 | $118,888 |
| PNC FINANCIAL SVCS GROUP INC | $45,937 | $116,138 |
| REGENERON PHARMACEUTICALS INC | $67,631 | $175,658 |
| ROYAL BANK OF CANADA CONTINGENT LNKD TO DISCA | $125,000 | $51,875 |
| ROYAL BANK OF CANADA CONTINGENT LNKD TO GM | $125,000 | $104,513 |
| SELECT SECTOR SPDR FUND SHS BEN INT MATERIALS | $53,992 | $115,222 |
| TARGET CORP | $71,760 | $142,420 |
| UNION PACIFIC CORP | $60,410 | $135,091 |
| UNITED PARCEL SVC INC CL B | $102,727 | $157,230 |
| VERIZON COMMUNICATIONS | $160,281 | $131,950 |
| WALMART INC COMMON STOCK | $62,772 | $173,415 |
| WALT DISNEY CO | $140,798 | $117,377 |
| WILLIAMS COMPANIES INC | $67,755 | $121,905 |
| RTX CORPORATION COMMON STOCK | $121,354 | $168,280 |
| WARNER BROS DISCOVERY INC SERIES A COMMON STOCK | $116,391 | $113,800 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,230 | LegalFeesAmt |
| Net Investment Income | $1,107 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $123 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $711,239 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $86,642 | Amt |
| Net Investment Income | $86,642 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES & ADR FEES | CategoryTxt |
| Amt | $1,471 | Amt |
| Net Investment Income | $1,471 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |