R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA (EIN 59-3761693)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-27
- IRS object ID
- 202342709349100014
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-27T13:24:24-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-09-26 | 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 | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY GARISS | PreparerPersonNm |
| PTIN | P01345502 | PTIN |
| Phone | 8167047310 | PhoneNum |
| Preparation | 2023-09-26 | 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 | 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 | $10,143,303 | 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 | $281,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $247,802 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,776 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,511,610 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,776 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $326,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $292,578 | 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 | $4,988 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,489 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $499 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,903 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $157,903 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,687 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,687 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $174,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $166,079 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,499 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $413,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $413,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $587,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $166,079 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $421,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$261,252 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $259,385 | CashBOYAmt |
| Cash EOY | $28,630 | CashEOYAmt |
| Cash EOYFMV | $28,630 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,006 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $917 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,006 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,066 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $203,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $203,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,797,078 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,187,492 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,534,607 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $375,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $375,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,057,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,796,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,143,303 | 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 | $7,057,380 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,796,128 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,057,380 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,796,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,057,380 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,796,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,057,380 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$261,252 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,796,128 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,796,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ISHARES MSCI EUROPE | P | $71,163 | $106,013 | -$34,850 | -$34,850 |
| KYDNRYL HOLDINGS | P | $2,181 | $4,044 | -$1,863 | -$1,863 |
| TAIWAN SEMICONDOCUTOR | P | $78,304 | $12,091 | $66,213 | $66,213 |
| UNITED STATES TREASURY | P | $199,686 | $199,686 | $0 | $0 |
| BANK OF NOVA SCOTIA BC | P | $107,550 | $100,000 | $7,550 | $7,550 |
| BANK OF NOVA SCOTIA LVRGD | P | $207,726 | $200,000 | $7,726 | $7,726 |
| PIMCO FDS GOVT MONEY | P | $45,000 | $45,000 | $0 | $0 |
| BANK OF CANADA | P | $800,000 | $800,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,776 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,758 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,758 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,758 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,796 | 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 | $2,796 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,038 | OverpaymentAmt |
| Applied To ES Tax | $1,038 | 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 | 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 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) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT L JOHNSON | |||||||||
| 9820 EAST THOMPSON PEAK PKWY LOT | 719 | SCOTTSDALE | AZ | 85255 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MARY A JOHNSON | |||||||||
| 9820 EAST THOMPSON PEAK PKWY LOT | 719 | SCOTTSDALE | AZ | 85255 | DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON FORSMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9226 E HORSESHOE BEND DR | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANT REVIEW, CONSULTING, INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $80,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $10,648,512 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $269,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,918,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,918,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,775 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,754,551 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $537,728 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $537,728 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,758 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,758 | TotalTaxAmt |
| Distributable Before Adj | $535,970 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $535,970 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $535,970 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $421,499 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $421,499 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $535,970 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $174,924 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $421,499 | QualifyingDistributionsAmt |
| Applied To Year1 | $174,924 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $246,575 | 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 | $289,395 | 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) |
|---|---|---|
| Contributing Manager | ROBERT L JOHNSON | ContributingManagerNm |
| Contributing Manager | MARY A JOHNSON | ContributingManagerNm |
| 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHOSEN IMA | ||||||
| 3638 W 26TH ST | ERIE | PA | 16506 | PC | SUPPORT FOR MISSION TRIPS THAT BRING QUALITY MEDICAL CARE AND EQUIPMENT TO IMPOVERISHED AREAS OF THE WORLD | $25,000 |
| PHOENIX RESCUE MISSION | ||||||
| PO BOX 6708 | PHOENIX | AZ | 85005 | PC | TO PROVIDE FUNDING FOR PROGRAMS TO HELP INDIVIDUALS STRUGGLING WITH HOMELESSNESS, ADDICTION, AND TRAUMA | $25,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | TO SUPPORT INTERNATIONAL DISASTER RELIEF | $50,000 |
| SCOTTSDALE BIBLE CHURCH | ||||||
| 7601 E SHEA BLVD | SCOTTSDALE | AZ | 85260 | PC | TO SUPPORT CHURCH ACTIVITIES AND OUTREACH PROGRAMS | $10,000 |
| PHOENIX SEMINARY | ||||||
| 7901 E SHEA BLVD | SCOTTSDALE | AZ | 85260 | PC | PUBLIC SUPPORT | $50,000 |
| ARIZONA CHRISTIAN UNIVERSITY | ||||||
| 1 W FIRESTORM WAY | GLENDALE | AZ | 85306 | PC | PUBLIC SUPPORT | $55,000 |
| SCOTTSDALE CHRISTIAN ACADEMY | ||||||
| 14400 N TATUM BLVD | PHOENIX | AZ | 85032 | PC | PUBLIC SUPPORT | $50,000 |
| VALLEY CHRISTIAN SCHOOLS | ||||||
| 6304 S PRICE ROAD | TEMPE | AZ | 85283 | PC | PUBLIC SUPPORT | $50,000 |
| GRAND CANYON UNIVERSITY | ||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | PC | PUBLIC SUPPORT | $48,000 |
| NOTRE DAME PREPARATORY SCHOOL | ||||||
| 9701 E BELL ROAD | SCOTTSDALE | AZ | 85260 | PC | PUBLIC SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $413,000 | 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 | $281,550 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,776 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $326,326 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,326 | 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 | $4,988 | Amt |
| Net Investment Income | $4,489 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $499 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (70 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $34,261 | $151,071 |
| ALPHABET INC CLASS A COMMON STOCK | $53,543 | $97,053 |
| ALPHABET INC CLASS C CAPITAL STOCK | $42,077 | $83,406 |
| ALPS ETF TRUST ALERIAN MLP ETF | $127,434 | $247,455 |
| AMAZON.COM INC | $8,546 | $53,760 |
| APOLLO GLOBAL MANAGEMENT INC CLASS A COMMON STOCK | $63,697 | $159,475 |
| APPLE INC | $53,068 | $207,888 |
| APPLIED MATERIALS INC | $75,573 | $185,022 |
| AUTOMATIC DATA PROCESSING INC | $47,555 | $111,309 |
| BLACKROCK INC | $31,837 | $124,719 |
| BLACKSTONE GROUP INC CLASS A COMMON STOCK | $145,029 | $315,308 |
| BROADCOM INC COMMON STOCK | $26,373 | $158,793 |
| CARLYLE GROUP INC COMMON STOCK | $72,286 | $119,360 |
| CARRIER GLOBAL CORPORATION COMMON STOCK | $75,123 | $123,750 |
| CATERPILLAR INC | $78,192 | $143,736 |
| CBRE GROUP INC CL A | $63,965 | $142,376 |
| COLGATE PALMOLIVE COMPANY | $62,978 | $102,427 |
| CONOCOPHILLIPS | $61,744 | $141,600 |
| CSX CORPORATION COM | $47,367 | $223,056 |
| DEUTSCHE TELEKOM AG SPONSORED ADR | $67,801 | $89,510 |
| DIAGEO PLC-SPONSORED ADR REPSTG 4 ORD SHS | $41,367 | $89,095 |
| DOVER CORPORATION | $67,202 | $144,889 |
| EDISON INTERNATIONAL | $58,036 | $82,706 |
| ENBRIDGE INC | $71,375 | $78,200 |
| FEDEX CORP | $90,487 | $90,930 |
| FOX CORPORATION CLASS B COMMON STOCK | $146,189 | $142,250 |
| IDEXX LABORATORIES CORP | $27,216 | $115,045 |
| ILLINOIS TOOL WORKS INC | $39,554 | $176,240 |
| INTERNATIONAL BUSINESS MACHINES CORP | $92,231 | $98,623 |
| INTUITIVE SURGICAL INC COM | $16,118 | $78,809 |
| IPG PHOTONICS CORP | $61,774 | $61,536 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $162,814 | $149,440 |
| ISHARES CORE S&P 500 ETF | $149,711 | $205,552 |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | $277,349 | $373,120 |
| ISHARES MSCI EAFE ETF | $72,930 | $83,691 |
| ISHARES SLECT DIVIDEND ETF | $44,203 | $92,983 |
| ISHARES TR CORE MSCI EAFE ETF | $172,373 | $178,756 |
| ISHARES TR CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $199,236 | $202,580 |
| ISHARES US FINANCIAL SERVICES ETF | $159,608 | $200,838 |
| JOHNSON & JOHNSON | $46,973 | $123,655 |
| JPMORGAN CHASE & CO | $50,588 | $160,920 |
| KBR INC | $71,520 | $211,200 |
| KINDER MORGAN INC | $64,095 | $86,784 |
| KKR & CO INC COMMON STOCK | $71,621 | $169,433 |
| LAM RESEARCH CORP | $48,179 | $184,932 |
| MCDONALDS CORP | $107,630 | $263,530 |
| MICROSOFT CORP | $103,520 | $191,856 |
| NESTLE SA-SPONSORED ADR REPSTG REGD ORD | $61,900 | $115,802 |
| OTIS WORLDWIDE CORPORATINO COMMON STOCK | $79,849 | $101,803 |
| PARKER HANNIFIN CORP | $60,801 | $145,500 |
| PAYCHEX INC | $23,129 | $86,670 |
| PEPSICO INC COMMON STOCK | $45,379 | $126,462 |
| PNC FINANCIAL SVCS GROUP INC | $45,937 | $118,455 |
| RAYTHEON TECHNOLOGIES CORPORATION COMMON STOCK | $121,354 | $201,840 |
| RBC OTHER SECURITIES & INVESTMENTS | $711,238 | $0 |
| REGENERON PHARMACEUTICALS INC | $67,631 | $144,298 |
| SELECT SECTOR SPDR FUND SHS BEN INT MATERIALS | $53,992 | $104,635 |
| SPLUNK INC COM | $38,971 | $47,350 |
| TAIWAN SEMICONDUCTOR MFG CO LTD-SPONSORED ADR REPSTG 5 COM | $12,716 | $74,490 |
| TARGET CORP | $71,760 | $149,040 |
| UNION PACIFIC CORP | $60,410 | $113,889 |
| UNITED PARCEL SVC INC CL B | $102,727 | $173,840 |
| VERIZON COMMUNICATIONS | $79,965 | $59,100 |
| WALMART INC COMMON STOCK | $62,772 | $155,969 |
| WALT DISNEY CO | $140,798 | $112,944 |
| WILLIAMS COMPANIES INC | $68,815 | $115,150 |
| CITIGROUP GMH INC | $150,000 | $128,415 |
| ROYAL BANK OF CANADA CONTINGENT LNKD TO DISCA | $125,000 | $40,800 |
| ROYAL BANK OF CANADA CONTINGENT LNKD TO GM | $125,000 | $88,988 |
| ROYAL BANK OF CANADA CONTINGENT LNKD TO TOL | $125,000 | $110,500 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $203,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $203,000 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD MONEY MARKET RESERVES INC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $375,000 | BookValueAmt |
| EOYFMV | $375,000 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $85,903 | $85,903 | $0 |
| OTHER PROFESSIONAL FEES | $80,000 | $72,000 | $8,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES & ADR FEES | CategoryTxt |
| Amt | $3,687 | Amt |
| Net Investment Income | $3,687 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |