JENNY JOHNSON FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JENNY JOHNSON FAMILY FOUNDATION INC (EIN 83-2779810)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-16
- IRS object ID
- 202422909349100212
- Schema version
- 2023v5.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-16T14:36:34-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135069335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY INTERNATIONAL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 832779810 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNY JOHNSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JENN | BusinessNameControlTxt |
| Phone | 2126323383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO FTCI 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503282758 | PhoneNum |
| Signature | 2024-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD PIANOFORTE | PreparerPersonNm |
| PTIN | P00844777 | PTIN |
| Phone | 2126323000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,580,739 | 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 | $1,456,220 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,456,220 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,456,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,456,220 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $41,360 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,784 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,137 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $647 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,144 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,137 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,007 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,628,220 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,628,220 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,696,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,137 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,670,227 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$240,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,455,083 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,531 | CashBOYAmt |
| Cash EOY | $5,107 | CashEOYAmt |
| Cash EOYFMV | $5,107 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $333,641 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $367,415 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,736,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $153,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,208,217 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $31,770,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $491,911 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,580,739 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $31,770,677 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $491,911 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,770,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $491,911 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,770,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $491,911 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,770,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$240,144 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,530,533 | SubtotalAmt |
| Other Decreases | $31,038,622 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $491,911 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,226 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,226 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,927 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $23,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,927 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $76 | EsPenaltyAmt |
| Overpayment | $20,625 | OverpaymentAmt |
| Applied To ES Tax | $20,625 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | DEBBIE FEEKS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126323383 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FIDUCIARY TRUST INTL - 280 PARK | AddressLine1Txt |
| Address Line2 | AVE | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER JOHNSON | ||||||||
| 1220 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSANNE SCOVERN | ||||||||
| 1220 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | SECRETARY | 1.00 | $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 | $32,380,983 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $408,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,789,527 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,789,527 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $491,843 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,297,684 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,614,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,614,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,226 | TotalTaxAmt |
| Distributable Before Adj | $1,594,658 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,594,658 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,594,658 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,670,227 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,670,227 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,594,658 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $356,576 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,670,227 | QualifyingDistributionsAmt |
| Applied To Year1 | $356,576 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,313,651 | 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 | $281,007 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEBRA FEEKS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIDUCIARY TRUST COMPANY - 280 PARK | AddressLine1Txt |
| Address Line2 | AVENUE | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2126323383 | RecipientPhoneNum |
| Recipient Email Address | DFEEKS@FRK.COM | RecipientEmailAddressTxt |
| 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 (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF MONTANA WESTERN FOUNDATION | |||||||
| 710 S ATLANTIC ST | DILLON | MT | 59725 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $50,000 |
| CREATIVE COALITION | |||||||
| 1100 AVENUE OF THE AMERICAS STE 3 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $50,000 |
| GUATEMALA SANA CHILDREN'S PROJECT | |||||||
| 10940 W SAM HOUSTON PKWY N STE N100 | HOUSTON | TX | 77064 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $25,000 |
| WOMEN'S LEAGUE CHILD DEVELOPMENT CENTER INC | |||||||
| 1695 MAIN ST | HARTFORD | CT | 06120 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $25,000 |
| BOYS AND GIRLS CLUB OF BIG ISLAND HILO | |||||||
| 100 KAMAKAHONU STREET | HILO | HI | 96720 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $5,000 |
| THE FOOD BASKET HILO | |||||||
| 40 HOLOMUA ST | HILO | HI | 96720 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $5,000 |
| HAWAII ISLAND UNITED WAY | |||||||
| 688 KINOOLE ST SUITE 201 | HILO | HI | 96720 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $5,000 |
| LYMAN MUSEUM AND MISSION HOUSE | |||||||
| 276 HAILI ST | HILO | HI | 96720 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $3,000 |
| HONOKAA HERITAGE CENTER | |||||||
| 45-3490 MAMANE ST STE C | HONOKAA | HI | 96727 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $1,000 |
| PACIFIC TSUNAMI MUSEUM | |||||||
| 130 KAMEHAMEHA AVE | HILO | HI | 96720 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $1,000 |
| CRYSTAL SPRINGS UPLANDS SCHOOL | |||||||
| 400 UPLANDS DR | HILLSBOROUGH | CA | 94010 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| ECONOMIC CLUB OF NEW YORK | |||||||
| 350 5TH AVE 5010 | NEW YORK | NY | 10118 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| CHAMPIONS OF THE COMMUNITY INC | |||||||
| ONE W NATIONWIDE BLVD 1-03-701 | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $25,000 |
| TPF TURKIYE EARTHQUAKE FUND | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| PENINSULA BRIDGE | |||||||
| 177 BOVET RD STE 120 | SAN MATEO | CA | 94402 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| MSK GIVING FOR BIKE TEAM | |||||||
| 633 3RD AVE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $5,000 |
| THE SOCIETY OF MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $50,000 |
| SAN MATEO POLICE ACTIVITIES LEAGUE | |||||||
| 200 FRANKLIN PKWY | SAN MATEO | CA | 94403 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $20,000 |
| GIRLS WITH IMPACT | |||||||
| 15 E PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $15,000 |
| BILLIE JEAN KING LEADERSHIP INITIATIVE | |||||||
| 584 BROADWAY SUITE 906 | RANDOLPH | NJ | 10012 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $50,000 |
| DILLON JAYCEES | |||||||
| 707 S ARGENTA ST | DILLON | MT | 59725 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $2,500 |
| PEDAL THE CAUSE | |||||||
| 9288 DIELMAN INDUSTRIAL DR | SAINT LOUIS | MO | 63132 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $100,000 |
| ADDICTION EDUCATION SOCIETY | |||||||
| ONE FRANKLIN PKWY 970-2 | SAN MATEO | CA | 94403 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $25,000 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $5,000 |
| CATALYST | |||||||
| 120 WALL STREET 15TH FL | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $20,000 |
| SOUTHWESTERN MONTANA FAMILY YMCA | |||||||
| 75 SWENSON WAY | DILLON | MT | 59725 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $25,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 4400 N FEDERAL HWY STE 210 | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| THE SOCIETY OF THE FOUR ARTS | |||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $25,000 |
| HILLSBOROUGH SCHOOLS FOUNDATION | |||||||
| 300 EL CERRITO AVENUE | HILLSBOROUGH | CA | 94010 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| PORTOLA VALLEY SCHOOLS FOUNDATION | |||||||
| 4575 ALPINE ROAD | PORTOLA VALLEY | CA | 94028 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| WENDER WEIS FOUNDATION FOR CHILDREN | |||||||
| 555 BRYANT ST SUITE 300 | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| MEMORIAL SLOAN KETTERING CANCER CETER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | VISION FUND | $250,672 |
| THE MILKEN INSTITUTE | |||||||
| 730 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | MCAAD | $200,048 |
| JOURNEY TO LEAD | |||||||
| 821 CHESAPEAKE AVE UNIT 5859 | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $250,000 |
| BIZWORLD | |||||||
| 344 THOMAS L BERKLEY WAY | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| FRIENDS OF NOTRE-DAME | |||||||
| 1717 PENNSYLVANIA AVE NW STE 425 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $25,000 |
| GIANTS COMMUNITY FUND | |||||||
| 24 WILLIW MAYS PLAZA | SAN FRANCISCO | CA | 94107 | NONE | PUBLIC CHARITY | WILLIE MAYS SCHOLARS | $25,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 8615 EUCLID AVE UA BLDG | CLEVELAND | OH | 44195 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $25,000 |
| THE INDEPENDENT INSTITUTE | |||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $25,000 |
| NEW YORK UNIVERSITY | |||||||
| 547 LAGUARDIA PL | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | THE TSOA NEW GRADUATE ACTING SCHOLARSHIP FUND | $25,000 |
| LIFEMOVES | |||||||
| 2550 GREAT AMERICA WAY STE 201 | SANTA CLARA | CA | 95054 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $25,000 |
| JMT WILDERNESS CONSERVANCY | |||||||
| 10008 SE RIVER STREET | TRUCKEE | CA | 96161 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $50,000 |
| THE ECONOMIC CLUB OF NEW YORK | |||||||
| 350 5TH AVE 5010 | NEW YORK | NY | 10118 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $50,000 |
| NEW ORLEANS CULINARY & HOSPITALITY INSTITUTE | |||||||
| 725 HOWARD AVE | NEW ORLEANS | LA | 70130 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,628,220 | 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 | $1,456,220 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,456,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,456,220 | 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 | $41,360 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,360 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DELAWARE DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FILED IF THE FOUNDATION IS NOT CONDUCTING ACTIVITIES IN THE STATE OF DELAWARE. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FRANKLIN RESOURCES INC | $12,467 | $35,091,250 |
| FRANKLIN US CORE DIVIDEND | $140,696 | $116,967 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $333,641 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $367,415 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| STOCK DONATION BASIS ADJUSTMENT | $403,052 |
| PRIOR PERIOD BASIS ADJUSTMENT | $30,635,570 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $765 | $765 | $0 |
| CORPORATE FEES | $554 | $0 | $554 |
| INVESTMENT MGT FEES | $465 | $372 | $93 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |