JOHNSON FAMILY CHARITABLE FOUNDATIO: Form 990PF, tax year 2021
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- Organization
- JOHNSON FAMILY CHARITABLE FOUNDATIO (EIN 20-6389727)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-10-17
- IRS object ID
- 202232909349101208
- Schema version
- 2021v4.0
- 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
- Other Assets Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-17T17:14:14-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201011146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STITELY & KARSTETTER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4460 BROOKFIELD CORPORATE DR STE F | AddressLine1Txt |
| City | CHANTILLY | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20151 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206389727 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON FAMILY CHARITABLE FOUNDATIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7033620356 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1466 EVANS FARM DRIVE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA T JOHNSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2022-10-17 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA T | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTIE KROUSE | PreparerPersonNm |
| PTIN | P01353296 | PTIN |
| Phone | 7038188284 | PhoneNum |
| Preparation | 2022-10-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $739,447 | 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 | $58,127 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,024 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,024 | DividendsAdjNetIncmAmt |
| Other Income Rev And Expnss | $13,254 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,254 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $13,254 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $85,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,278 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,278 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $975 | AccountingFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $975 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $975 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,303 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,278 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,853 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,851 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,851 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $409,942 | CorporateStockBOYAmt |
| Corporate Stock EOY | $423,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $662,925 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $64,921 | OtherAssetsBOYAmt |
| Other Assets EOY | $76,522 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $47,671 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $489,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $528,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $739,447 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $455,344 | CapitalStockBOYAmt |
| Capital Stock EOY | $518,775 | CapitalStockEOYAmt |
| Retained Earning BOY | $34,372 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,794 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $489,716 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $528,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $489,716 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $528,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $489,716 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,430 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,423 | OtherIncreasesAmt |
| Subtotal | $528,569 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $528,569 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $366 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $366 | SubtotalAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $366 | TaxDueAmt |
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 |
| 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LINDA T JOHNSON | IndividualWithBooksNm |
| Phone | 7033620356 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1466 EVANS FARM DRIVE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | 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 | LINDA T JOHNSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1466 EVANS FARM DRIVE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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 | $737,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $787,481 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $787,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $775,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,783 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,783 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $366 | TotalTaxAmt |
| Distributable Before Adj | $38,417 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,417 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,417 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,417 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,192 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,654 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,044 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,302 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,238 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,430 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $38,417 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,583 | RemainingDistriFromCorpusAmt |
| Total Corpus | $29,013 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,192 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,821 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,654 | ExcessFromYear4Amt |
| Excess From Year3 | $3,044 | ExcessFromYear3Amt |
| Excess From Year2 | $2,302 | ExcessFromYear2Amt |
| Excess From Year1 | $1,238 | ExcessFromYear1Amt |
| Excess From Current Year | $8,583 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARMY A CLUB | ||||||
| 698 MILLS ROAD | WEST POINT | NY | 10996 | NONE | GENERAL | $10,000 |
| CODE OF SUPPORT FOUNDATIO | ||||||
| 4401 FORD AVE 450 | ALEXANDRIA | VA | 22302 | NONE | GENERAL | $10,000 |
| BEDFORD BOYS TRIBUTE CENTER | ||||||
| 104 N BRIDGE ST | BEDFORD | VA | 24523 | NONE | GENERAL | $15,000 |
| HERNEXTSTEPS LLC | ||||||
| 3 N KINGSTON AVE | ATLANTIC CITY | NJ | 08401 | NONE | GENERAL | $7,000 |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 1 N LEXINGTON AVE | WHITE PLAINS | NY | 10601 | NONE | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $7,469 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,555 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,254 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,723 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,555 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,278 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $975 | Amt |
| Net Investment Income | $975 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORP STOCK INVESTMENT | StockNm |
| EOY Book Value | $423,196 | EOYBookValueAmt |
| EOYFMV | $662,925 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUNDS | Desc |
| BOY Book Value | $64,921 | BOYBookValueAmt |
| EOY Book Value | $76,522 | EOYBookValueAmt |
| EOYFMV | $47,671 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN INVESTMENT VALUE | Desc |
| Revenue And Expenses Per Books | $13,254 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,254 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,254 | AdjustedNetIncomeAmt |