ROY G AND NAOMI HARMON JOHNSTON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROY G AND NAOMI HARMON JOHNSTON FAMILY FOUNDATION (EIN 26-6286807)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-10
- IRS object ID
- 202131009349100908
- Schema version
- 2020v4.0
- 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
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-10T12:24:27-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-03-21 | SignatureDt |
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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS F LENZ | PreparerPersonNm |
| PTIN | P01879885 | PTIN |
| Phone | 3124292482 | PhoneNum |
| Preparation | 2021-04-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $3,002,597 | 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 | $1,942,017 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $113 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $113 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $64,006 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,006 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $64,006 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$45,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,000,371 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,960,556 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,119 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $64,119 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $98 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $877 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,802 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,802 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $518 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $252 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,000 | TravConfMeetingRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $34,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $887 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,295 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,887 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,885,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,967 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64,119 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $236 | CashEOYAmt |
| Cash EOYFMV | $236 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $76,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $606,476 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $606,476 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $735,018 | CorporateStockBOYAmt |
| Corporate Stock EOY | $626,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $774,625 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $84,728 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,551,825 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,621,260 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $895,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,784,739 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,002,597 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $895,960 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,784,739 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $895,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,784,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $895,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,784,739 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $895,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,885,261 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,518 | OtherIncreasesAmt |
| Subtotal | $2,784,739 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,784,739 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2020-01-01 | 2020-12-31 | $1,236,467 | $1,305,859 | -$69,392 | -$69,392 |
| PUBLICLY TRADED SECURITIES | P | 2020-12-31 | $725,622 | $716,764 | $8,858 | $8,858 | |
| PUBLICLY TRADED SECURITIES | P | 2020-12-31 | $31,369 | $23,328 | $8,041 | $8,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$45,580 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $611 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $611 | SubtotalAmt |
| Tax Based On Investment Income | $611 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $617 | 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 |
| 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 | 2.00 | 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 | $2,391,361 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,391,361 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,391,361 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,870 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,355,491 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,775 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,775 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $611 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $611 | TotalTaxAmt |
| Distributable Before Adj | $117,164 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $117,164 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $117,164 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,887 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $41,887 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $41,887 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,164 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,189 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,336 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $34,127 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $46,652 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,887 | QualifyingDistributionsAmt |
| Applied To Current Year | $41,887 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $46,652 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $46,652 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $28,625 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOLLYWOOD PRAYER NETWORK | |||||||||||||
| 1760 N GOWER ST | HOLLYWOOD | CA | 90028 | NONE | PUBLIC | GENERAL | $1,000 | ||||||
| LEVEL GROUND | |||||||||||||
| 1928 GLENDALE BLVD | ECHO PARK | CA | 90026 | NONE | PUBLIC | GENERAL | $1,000 | ||||||
| LUMINOS | |||||||||||||
| 38 SOUTH WINOOSKI AVE | BURLINGTON | VT | 05401 | NONE | PUBLIC | GENERAL | $1,000 | ||||||
| KENNEBEC MONTESSORI SCHOOL | |||||||||||||
| 38 SHERIDAN DR | FAIRFIELD | ME | 04937 | NONE | PUBLIC | GENERAL | $1,250 | ||||||
| JIM BROWNE FOUNDATION | |||||||||||||
| 289 GOLD COURSE RD | MADISON | ME | 04950 | NONE | PUBLIC | GENERAL | $1,250 | ||||||
| MARCH OF DIMES | |||||||||||||
| 1300 LAGOON AVE | MINNEAPOLIS | MN | 55408 | NONE | PUBLIC | GENERAL | $1,000 | 4TH FLOOR | |||||
| WORLD WILDLIFE FUND | |||||||||||||
| 1250 TWENTY FOURTH ST NW | WASHINGTON | DC | 20037 | NONE | PUBLIC | GENERAL | $500 | ||||||
| IMMIGRANT LAW CENTER OF MINNESOTA | |||||||||||||
| 450 N SYNDICATE ST | SAINT PAUL | MN | 55104 | NONE | PUBLIC | GENERAL | $10,000 | SUITE 200 | |||||
| FULLER SEMINARY | |||||||||||||
| 135 N OAKLAND AVE | PASADENA | CA | 91182 | NONE | PUBLIC | GENERAL | $2,000 | ||||||
| UNIVERSITY OF BRITISH COLUMBIA | |||||||||||||
| NONE | PUBLIC | GENERAL | $15,000 | 2386 EAST MAIL | VANCOUVER | BRITISH COLUMBIA | CA | V6T | |||||
| MENTOR MINNESOTA | |||||||||||||
| 43 MAIN ST SE | MINNEAPOLIS | MN | 55414 | NONE | PUBLIC | GENERAL | $5,000 | SUITE 508 | |||||
| AFRICAN WILDLIFE FOUNATION | |||||||||||||
| 1100 NEW JERSEY AVE SE | WASHINGTON | DC | 20003 | NONE | PUBLIC | GENERAL | $500 | SUITE 900 | |||||
| OUR STREETS MINNEAPOLIS | |||||||||||||
| 1428 WASHINGTON AVE S | MINNEAPOLIS | MN | 55454 | NONE | PUBLIC | GENERAL | $500 | SUITE 204 | |||||
| AUDOBON CHAPTER OF MINNEAPOLIS | |||||||||||||
| PO BOX 3801 | MINNEAPOLIS | MN | 55403 | NONE | PUBLIC | GENERAL | $1,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,006 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$45,580 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,539 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,539 | 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 | $1,942,017 | 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 | $98 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $877 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PERFORMANCE TRUST STRAT | ||
| GUGGENHEIM MACRO OPPTY | ||
| DIAMOND HILL CORPORATE | $132,433 | $149,544 |
| DOUBLELINE TOTAL RETURN | $170,088 | $173,741 |
| TCW EMERGING MARKETS INC | $89,894 | $99,790 |
| VANGUARD SHORT TERM INVESTMENTS | $594,143 | $610,336 |
| VIRTUS SEIX FLOATING RATE | $137,985 | $141,458 |
| WESTERN ASSET CORE BOND FUND | $427,282 | $446,391 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | ||
| ALLETTE INC | ||
| AMERISOURCEBERGEN CORP | ||
| AMGEN INC | ||
| ARTISAN INTL VALUE FUND | ||
| ARTISAN INTL VALUE FUND | ||
| BRISTOL-MYERS SQUIB CO | ||
| CANADIAN PAC RAILWAY | ||
| CAPITAL ONE FINL | ||
| CDW CORP | ||
| CENTERPOINT ENERGY | ||
| CHEMOURS CO | ||
| COMCAST CORP | ||
| COMERICA INCORPORATED | ||
| CVR ENERGY INC | ||
| CVS HEALTH CORP | ||
| DELTA AIR LINES INC | ||
| EBAY INC | ||
| ENCOMPASS HEALTH CORP | ||
| FMI INTL FD | ||
| GENERAC HOLDINGS INC | ||
| GUGGENHEIM MARCO OPPTY | ||
| HD SUPLY HLDGS INC | ||
| HOST HOTELS & RESORTS INC | ||
| INTEL CORP | ||
| INVESCO BULLETSHARES 2019 | ||
| INVESCO BULLETSHARES 2020 | ||
| INVESCO BULLETSHARES 2021 | ||
| INVESCO BULLETSHARES 2022 | ||
| INVESCO BULLETSHARES 2023 | ||
| ISHARES GOLD ETF | ||
| KEYCORP INC | ||
| KROGER CO | ||
| LAM RESEARCH CORP | ||
| LEIDO HOLDINGS INC | ||
| NETAPP INC | ||
| NORWEGIAN CRUISE LINE | ||
| OMNICOM GROUP INC | ||
| ORACLE CORP | ||
| PACCAR INC | ||
| PRESTIGE CONSUMER | ||
| PRIMERICA INC | ||
| RBC EMRG MKTS EQTY | ||
| REINSUANCE GROUP OF AMERICA INC | ||
| SCHWAB SHORT TERM US TRSY ETF | ||
| SIMON PROPERTY GROUP REIT | ||
| SPDR S&P 500 ETF | ||
| SUNSTONE HOTEL INVS INC | ||
| SYSCO CORP | ||
| TENNECO INC | ||
| TORONTO DOMINION BANK | ||
| VALERY ENERGY CORP | ||
| VISHAY INTERTECH | ||
| WALT DISNEY CO | ||
| WORTHINGTON INDUSTRIES INC | ||
| FIRST TRUST NORTH ETF | $21,133 | $21,641 |
| ISHARES CORE S&P MID CAP | $15,730 | $22,064 |
| ISHARES CORE S&P SMALL | $15,696 | $22,975 |
| ISHARES CORE S&P 500 | $96,564 | $125,756 |
| AKRE FOCUS INSTL | $41,781 | $51,234 |
| BLACKSTONE ALTERNATIVE | $43,957 | $44,849 |
| GQG PTRS EMERGING | $31,451 | $48,090 |
| HARDING LOEVNER INTL | $77,453 | $96,776 |
| JACKSON SQUARE SMID-CAP | $34,100 | $57,246 |
| LONGLEAF PARTNERS INTERN | $31,529 | $41,909 |
| NUVEEN PREFERRED SEC | $93,451 | $98,557 |
| RWC GLOBAL EMERGING | $31,420 | $53,240 |
| VARIANT ALTENRATIVE INCOME | $91,937 | $90,288 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $3,518 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $19,802 | Amt |
| Net Investment Income | $19,802 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE OF CALIFORNIA | $10 | $10 | |
| FEDERAL INCOME TAX | $256 | ||
| FOREIGN TAX | $252 | $252 |