ROY G AND NAOMI HARMON JOHNSTON FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROY G AND NAOMI HARMON JOHNSTON FAMILY FOUNDATION (EIN 26-6286807)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-18
- IRS object ID
- 202301999349100720
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-18T15:45:02-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833449681 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRESSET TAX SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 E WOODFIELD RD STE 300 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601734984 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266286807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY G AND NAOMI HARMON JOHNSTON | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROYG | BusinessNameControlTxt |
| Phone | 6265681536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 S OAK KNOLL AVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT JOHNSTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6265681536 | PhoneNum |
| Signature | 2023-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | JOHNSTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS F LENZ | PreparerPersonNm |
| PTIN | P01879885 | PTIN |
| Phone | 3124292482 | PhoneNum |
| Preparation | 2023-07-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $2,632,767 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $227,523 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $116 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $62,672 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,672 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $62,672 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$121,797 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $928,516 | GrossSalesPriceAmt |
| Total Rev And Expnss | $168,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,788 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $62,788 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $97 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $878 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,800 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,642 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $699 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $68 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,000 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,000 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,417 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,596 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,946 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,596 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,946 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,903 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,192 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62,788 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $658 | CashBOYAmt |
| Cash EOY | $2,588 | CashEOYAmt |
| Cash EOYFMV | $2,588 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,038 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,534 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,534 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,556,430 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,676,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,631,686 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,042,313 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $954,372 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $889,295 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $83,837 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $79,558 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,664 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,747,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,741,713 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,632,767 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,747,276 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,741,713 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,747,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,741,713 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,747,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,741,713 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,747,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,903 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,744,373 | SubtotalAmt |
| Other Decreases | $2,660 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,741,713 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $922,323 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,050,313 | CostOrOtherBasisAmt |
| Gain Or Loss | -$127,990 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$127,990 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$121,797 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $531 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $531 | SubtotalAmt |
| Tax Based On Investment Income | $531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,860 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,860 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,329 | OverpaymentAmt |
| Applied To ES Tax | $1,329 | 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 | CA | 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 | ROBERT JOHNSTON | IndividualWithBooksNm |
| Phone | 6265681536 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 S OAK KNOLL AVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT JOHNSTON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 S OAK KNOLL AVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $8,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,783,925 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,783,925 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,783,925 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,742,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $531 | TotalTaxAmt |
| Distributable Before Adj | $136,577 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $136,577 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $136,577 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,946 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $136,946 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,466 | UndistributedIncomePYAmt |
| Qualifying Distributions | $136,946 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,466 | AppliedToYear1Amt |
| Applied To Current Year | $123,480 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $13,097 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FULLER SEMINARY | |||||||||
| 135 N OAKLAND AVE | PASADENA | CA | 91182 | NONE | PUBLIC | GENERAL | $56,000 | ||
| JIM BROWNE FOUNDATION | |||||||||
| 289 GOLD COURSE RD | MADISON | ME | 04950 | NONE | PUBLIC | GENERAL | $7,000 | ||
| KENNEBEC MONTESSORI SCHOOL | |||||||||
| 38 SHERIDAN DR | FAIRFIELD | ME | 04937 | NONE | PUBLIC | GENERAL | $10,000 | ||
| OUR STREETS MINNEAPOLIS | |||||||||
| 1428 WASHINGTON AVE S | MINNEAPOLIS | MN | 55454 | NONE | PUBLIC | GENERAL | $1,500 | SUITE 204 | |
| PASADENA COVENANT CHURCH | |||||||||
| 539 N LAKE AVE | PASADENA | CA | 91101 | NONE | PUBLIC | CAPITAL CAMPAIGN | $30,000 | ||
| DONORS CHOOSE | |||||||||
| 134 W 37TH ST FL 11 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL | $500 | ||
| MAIN STREET | |||||||||
| 5100 TRAVIS ST | HOUSTON | TX | 77002 | NONE | PUBLIC | GENERAL | $1,000 | ||
| COLECTIVA BILINGUE | |||||||||
| 120 W 15TH ST | MINNEAPOLIS | MN | 55403 | NONE | PUBLIC | GENERAL | $10,000 | ||
| THE BRIDGE FOR YOUTH | |||||||||
| 1111 W 22ND ST | MINNEAPOLIS | MN | 55405 | NONE | PUBLIC | GENERAL | $5,000 | ||
| FRIENDS OF ROBERTS BIRD SANCTUARY | |||||||||
| 4124 ROSEWAY RD | MINNEAPOLIS | MN | 55409 | NONE | PUBLIC | GENERAL | $1,000 | ||
| FAMILY TREE CLINIC | |||||||||
| 1919 NICOLLET AVENUE | MINNEAPOLIS | MN | 55403 | NONE | PUBLIC | GENERAL | $500 | ||
| CENTRO HISPANO DE ESTUDIOS | |||||||||
| 1005 E PALMER ST | COMPTON | CA | 90221 | NONE | PUBLIC | GENERAL | $7,500 | TEOLOGICOS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,672 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$121,797 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$59,009 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$59,009 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF JUDITH RAE JOHNSTON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 S OAK KNOLL AVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $227,523 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $975 | Amt |
| Net Investment Income | $97 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $878 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIAMOND HILL CORPORATE | ||
| DOUBLELINE TOTAL RETURN | $126,759 | $106,779 |
| TCW EMERGING MARKETS INC | ||
| VANGUARD SHORT TERM INVESTMENTS | $432,942 | $402,293 |
| VIRTUS SEIX FLOATING RATE | $47,736 | $44,843 |
| WESTERN ASSET CORE BOND FUND | ||
| BRANDYWINE GLOBAL CORP CR | ||
| ALPS/SMITH TOTAL RETURN BOND I | $346,935 | $335,380 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AKRE FOCUS INSTL | ||
| BLACKSTONE ALTERNATIVE | $164,602 | $158,082 |
| FIRST TRUST NORTH ETF | $77,072 | $90,853 |
| GQG PTRS EMERGING | $121,462 | $97,664 |
| ISHARES CORE S&P 500 | $345,248 | $356,547 |
| ISHARES CORE S&P MID CAP | $94,728 | $86,839 |
| ISHARES CORE S&P SMALL | ||
| JACKSON SQUARE SMID-CAP | ||
| LONGLEAF PARTNERS INTERN | ||
| NUVEEN PREFERRED SEC | ||
| RWC GLOBAL EMERGING | ||
| VARIANT ALTENRATIVE INCOME | $161,779 | $175,107 |
| HARBOR SMALL CAP VALUE I | $117,578 | $96,681 |
| HARDING LOEVNER INTL | $104,185 | $101,805 |
| ISHARES CORE MSCI | $95,472 | $91,252 |
| ISHARES CORE MSCI EAFE | $106,830 | $95,727 |
| PROSHARES S&P 500 DIV | $287,705 | $281,129 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISHARES GOLD TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $79,558 | BookValueAmt |
| EOYFMV | $80,664 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFF ON INV INCOME | Desc |
| Amt | $2,660 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $23,800 | Amt |
| Net Investment Income | $23,800 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OF CALIFORNIA | $75 | $7 | $68 |
| FEDERAL INCOME TAX | $1,875 | ||
| FOREIGN TAX | $692 | $692 |