PERRY AND JOYCE JOHNS FOUNDATION: Form 990PF, tax year 2024
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- Organization
- PERRY AND JOYCE JOHNS FOUNDATION (EIN 82-2995775)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-26
- IRS object ID
- 202521779349100412
- Schema version
- 2024v5.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-26T11:29:14-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752356161 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD SANDERS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 MAIN ST SUITE 2700 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822995775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERRY AND JOYCE JOHNS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERR | BusinessNameControlTxt |
| Phone | 8176242181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 164397 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76161 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP NELSON | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 8176242181 | PhoneNum |
| Signature | 2025-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN D KUENZLI | PreparerPersonNm |
| PTIN | P01471929 | PTIN |
| Phone | 8173368651 | PhoneNum |
| Preparation | 2025-06-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $26,419,107 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $22,295,071 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,777 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,777 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $115,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,517 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,834 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $866,301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,834 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,455,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,128 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $17,127 | LegalFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $31,912 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,912 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $785 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $785 | InterestNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $49,824 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,697 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,824 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,697 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,315,375 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,431 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,265 | CashBOYAmt |
| Cash EOY | $5,081 | CashEOYAmt |
| Cash EOYFMV | $5,081 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,146,782 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,897,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,927,417 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $608,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,172,537 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,486,609 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,759,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,074,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,419,107 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,759,426 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,074,801 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,759,426 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,074,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,759,426 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,074,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,759,426 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,315,375 | ExcessRevenueOverExpensesAmt |
| Subtotal | $24,074,801 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,074,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TREASURY 1.875% 08/31/2024 | P | 2023-11-21 | 2024-08-31 | $230,000 | $230,000 | ||
| US TREASURY 0.25% 6/15/24 | P | 2023-11-14 | 2024-06-15 | $80,000 | $80,000 | ||
| 2,222 SHARES PROSHARES S&P 500 DIV | P | 2023-11-22 | 2024-04-25 | $215,654 | $200,780 | $14,874 | $14,874 |
| 1,470 SHARES GRANITESHARES NVDA | P | 2024-11-27 | 2024-12-30 | $43,826 | $50,303 | -$6,477 | -$6,477 |
| 4,180 SHARES NEOS S AND P 500 | P | 2023-11-22 | 2024-04-25 | $200,614 | $198,717 | $1,897 | $1,897 |
| 250 SHARES VANGUARD GROWTH ETF | P | 2024-06-05 | 2024-07-11 | $96,207 | $89,667 | $6,540 | $6,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,834 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $16,834 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,771 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,771 | SubtotalAmt |
| Tax Based On Investment Income | $1,771 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Overpayment | $3,208 | OverpaymentAmt |
| Applied To ES Tax | $3,208 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | PHILIP NELSON | IndividualWithBooksNm |
| Phone | 8176242181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 164397 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76161 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| PHILIP NELSON | ||||||||
| PO BOX 164397 | FORT WORTH | TX | 76161 | PRESIDENT/DI | 1.00 | $0 | $0 | $0 |
| SANDRA GALLEGOS | ||||||||
| PO BOX 164397 | FORT WORTH | TX | 76161 | SEC/TREAS/DI | 1.00 | $0 | $0 | $0 |
| JAMES B ORSER | ||||||||
| PO BOX 164397 | FORT WORTH | TX | 76161 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS ORGANIZED AND IS TO BE (AND IS) OPERATED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC OR EDUCATIONAL PURPOSES OR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS WITHIN THE MEANING OF IRC 501(C)(3). TO THIS END, THE FOUNDATION IDENTIFIES, CONSIDERS, EVALUATES AND MAKES GRANTS TO SELECTED PUBLIC CHARITIES DESCRIBED IN IRC 509(A)(1) OR (2). THE SPECIFIC GRANTS MADE IN 2024 AND THE PUBLIC CHARITY RECIPIENTS OF SAME ARE IDENTIFIED ELSEWHERE IN THIS RETURN. | Description1Txt |
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 | $8,002,705 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $347,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,349,902 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,349,902 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,249 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,224,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $411,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $411,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,771 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,771 | TotalTaxAmt |
| Distributable Before Adj | $409,462 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $409,462 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $409,462 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $409,462 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,985 | UndistributedIncomePYAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,985 | AppliedToYear1Amt |
| Applied To Current Year | $83,015 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $326,447 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| COOK CHILDREN'S HEALTH FOUNDATION | |||||||
| 801 7TH AVENUE | FORT WORTH | TX | 76104 | PC | CHILDREN'S MEDICAL CENTER | $30,000 | |
| CANCER STRONGER | |||||||
| 400 NORTHSHORE CT | KELLER | TX | 762483825 | PC | PROVIDE ACTIVE LIFESTYLES FOR CANCER | $5,000 | |
| TARRANT AREA FOOD BANK | |||||||
| 2525 CULLEN STREET | FORT WORTH | TX | 76107 | PC | FOOD DISTRIBUTION | $5,000 | |
| TISHOMINGO COUNTY FOSTER RESCUE | |||||||
| PO BOX 444 | IUKA | MS | 38852 | PC | ANIMAL RESCUE | $30,000 | |
| SAFEHAVEN OF TARRANT COUNTY | |||||||
| 1010 N CENTER ST | ARLINGTON | TX | 76011 | PC | DOMESTIC VIOLENCE ASSISTANCE | $10,000 | |
| HUMAN RESOURCE DEVELOPMENT COUNCIL | |||||||
| 32 S TRACY AVE | BOZEMAN | MT | 59715 | PC | ELDER CARE AND FOOD ASSISTANCE | $10,000 | OF DISTRICT IX INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,777 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $115,517 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,834 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $160,128 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,128 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHNS BYPASS TRUST | |||||||
| 1 | PO BOX 164397 | FORT WORTH | TX | 76161 | $5,007,031 | Yes (X) | Yes (X) |
| JOHNS SURVIVOR'S TRUST | |||||||
| 2 | PO BOX 164397 | FORT WORTH | TX | 76161 | $17,288,040 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (30 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,916 SHARES ISHARES MSCI USA QL | $517,190 | 2024-09-18 |
| 2 | 830 SHARES APPLE INC | $188,717 | 2024-09-24 |
| 2 | 360 SHARES HOME DEPOT INC | $144,238 | 2024-09-24 |
| 2 | 6,210 SHARES RANGE RES CORP | $193,131 | 2024-09-24 |
| 2 | 270,000 SHARES US TREASURY BILL2 | $267,085 | 2024-09-24 |
| 1 | 434,000 SHARES SCHWAB TREASURY O | $434,000 | 2024-09-18 |
| 2 | 2,720 SHARES CARPENTER TECHNOLOG | $434,982 | 2024-09-24 |
| 2 | 12,114 SHARES ISHARES MSCI USA Q | $2,169,496 | 2024-09-24 |
| 2 | 600 SHARES RELIANCE INC | $173,652 | 2024-09-24 |
| 2 | 5,720 SHARES VANGUARD GROWTH ETF | $2,192,648 | 2024-09-24 |
| 1 | 1,376 SHARES VANGUARD GROWTH ETF | $517,101 | 2024-09-18 |
| 2 | 2,230 SHARES COLGATE PALMOLIVE C | $231,452 | 2024-09-24 |
| 2 | 340 SHARES MASTERCARD INC | $165,719 | 2024-09-24 |
| 2 | 110,000 SHARES SCHWAB TREASURY O | $110,000 | 2024-09-24 |
| 2 | 6,368 SHARES VANGUARD S&P 500 ET | $3,353,898 | 2024-09-24 |
| 1 | 3,098 SHARES VANGUARD VALUE ETF | $536,483 | 2024-09-18 |
| 2 | 1,580 SHARES EDWARDS LIFESCIENCE | $104,801 | 2024-09-24 |
| 2 | 3,000 SHARES NVIDIA CORP | $362,610 | 2024-09-24 |
| 2 | 540 SHARES UNION PAC CORP | $134,438 | 2024-09-24 |
| 2 | 12,872 SHARES VANGUARD VALUE ETF | $2,244,619 | 2024-09-24 |
| 2 | 1,250 SHARES ALPHABET INC | $202,863 | 2024-09-24 |
| 2 | 150 SHARES ELI LILLY AND CO | $138,665 | 2024-09-24 |
| 2 | 360 SHARES PALO ALTO NETWORKS IN | $123,667 | 2024-09-24 |
| 2 | 750,000 SHARES US TREASUR NT 4.5 | $758,906 | 2024-09-24 |
| 2 | 2,490 SHARES WALMART INC | $200,868 | 2024-09-24 |
| 2 | 1,310 SHARES AMAZON.COM INC | $254,088 | 2024-09-24 |
| 2 | 16,880 SHARES FIDELITY MOMENTUM | $1,116,443 | 2024-09-24 |
| 2 | 660 SHARES PEPSICO INC | $112,147 | 2024-09-24 |
| 2 | 500,000 SHARES US TREASURY BILL2 | $497,143 | 2024-09-24 |
| 2 | 720 SHARES WASTE MGMT INC DEL | $149,414 | 2024-09-24 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENT NO. 2 | StockNm |
| EOY Book Value | $15,172,537 | EOYBookValueAmt |
| EOYFMV | $17,486,609 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCDONALD SANDERS, P.C. | CategoryTxt |
| Legal Fees | $17,127 | LegalFeesAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHWAB INVESTMENT ADVISOR FEE | CategoryTxt |
| Amt | $31,912 | Amt |
| Net Investment Income | $31,912 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JOHNS BYPASS TRUST | |||
| PO BOX 164397 | FORT WORTH | TX | 76161 |
| JOHNS SURVIVOR'S TRUST | |||
| PO BOX 164397 | FORT WORTH | TX | 76161 |