WILLARD T C JOHNSON FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILLARD T C JOHNSON FOUNDATION INC (EIN 13-2993310)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201943169349102069
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T15:38:16-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132993310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Willard TC Johnson Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EISNERAMPER LLP | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2123227500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Johnson Co 610 FIFTH AVENUE Su | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH DRUMMOND | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2123327500 | PhoneNum |
| Signature | 2019-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE HINES | PreparerPersonNm |
| PTIN | P00191243 | PTIN |
| Phone | 2128916046 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26505220193165000051 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7CDC2C5219328576A3965E86BE51A45A7B3B56D8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 338ACD20C26231479F87F6B739C8A7954F128011 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $61,910,982 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $117,273 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $117,273 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,835,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,835,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,597,468 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,594,468 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,597,468 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,293 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,171 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,551,177 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,556,055 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,345 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,673 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,672 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $113,984 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $113,984 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $123 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $123 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $77,948 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,948 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $70,484 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68,984 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $265,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $191,712 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,172 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,415,884 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $191,712 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,153,172 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,135,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,364,343 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $701,797 | CashBOYAmt |
| Cash EOY | $459,768 | CashEOYAmt |
| Cash EOYFMV | $459,768 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,736,427 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,346,828 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,346,828 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,427,400 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,896,598 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,996,254 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,977,095 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,534,914 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,454,259 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,083,519 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,126,267 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $705 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,024 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,024 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,752,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,887,393 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,910,982 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $30,752,100 | CapitalStockBOYAmt |
| Capital Stock EOY | $31,887,393 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,752,100 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,887,393 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,752,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,887,393 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,752,100 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,135,293 | ExcessRevenueOverExpensesAmt |
| Subtotal | $31,887,393 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $31,887,393 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ST PUBLICLY TRADED SECURITIES - BNY 1450 | P | $700,335 | $708,838 | -$8,503 | -$8,503 |
| LT PUBLICLY TRADED SECURITIES - BNY 1450 | P | $2,805,195 | $2,900,192 | -$94,997 | -$94,997 |
| ST PUBLICLY TRADED SECURITIES - BNY 0860 | P | $302,603 | $352,119 | -$49,516 | -$49,516 |
| LT PUBLICLY TRADED SECURITIES - BNY 0850 | P | $2,669,479 | $1,080,440 | $1,589,039 | $1,589,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,597,468 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,183,763 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $61,978,650 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051369 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,872,058 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $57,985,091 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049531 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,896,871 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $58,676,279 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04937 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,463,516 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $58,346,462 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042222 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,051,441 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,236,153 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038535 | DistributionYr5Rt |
| Total Distribution | 0.231027 | TotalDistributionRt |
| Average Distribution | 0.046205 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $64,222,854 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,967,417 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $43,643 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,011,060 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,153,172 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $43,643 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43,643 | SubtotalAmt |
| Tax Based On Investment Income | $43,643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,016 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $82,016 | TotalPaymentsAndCreditsAmt |
| Overpayment | $38,373 | OverpaymentAmt |
| Applied To ES Tax | $38,373 | 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 | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128916046 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|
| BETTY W JOHNSON | |||||||||
| C/O THE JOHNSON CO INC 610 5TH AVE | 610 Fifth Ave 2nd Fl | NEW YORK | NY | 10020 | CHAIRMAN/DIR | 0.25 | $0 | $0 | $0 |
| ROBERT W JOHNSON IV | |||||||||
| C/O THE JOHNSON CO INC 610 5TH AVE | 610 Fifth Ave 2nd Fl | NEW YORK | NY | 10020 | PRES/DIR | 0.25 | $0 | $0 | $0 |
| CHRISTOPHER W JOHNSON | |||||||||
| C/O THE JOHNSON CO INC 610 5TH AVE | 610 Fifth Ave 2nd Fl | NEW YORK | NY | 10020 | DIR.,VP,SEC.,TREAS. | 0.25 | $0 | $0 | $0 |
| MARY ANN ADAMS | |||||||||
| C/O THE JOHNSON CO INC 610 5TH AVE | 610 Fifth Ave 2nd Fl | NEW YORK | NY | 10020 | ASSISTANT SECRETARY | 0.25 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING SERVICES | ServiceTypeTxt |
| Compensation | $3,345 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,000,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,914,397 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,285,803 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,200,867 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,200,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $978,013 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,222,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,211,143 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,211,143 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,643 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,643 | TotalTaxAmt |
| Distributable Before Adj | $3,167,500 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,167,500 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,167,500 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,153,172 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,153,172 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $43,643 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,109,529 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,167,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,726,128 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,153,172 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,726,128 | AppliedToYear1Amt |
| Applied To Current Year | $427,044 | 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 |
| Undistributed Income CY | $2,740,456 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT W JOHNSON IV | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 fifth avenue | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2123327500 | RecipientPhoneNum |
| Form And Info And Materials | No Specific Format | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No Specific Deadline | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS EXCEPT THAT THE ORGANIZATIONS MUST BE LISTED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| middlesex county college foundation inc | |||||||
| 2600 woodbridge avenue | edison | NJ | 08818 | none | PC | general support | $150,000 |
| PRINCETON-BLAIRSTOWN CENTER | |||||||
| 350 ALEXANDER STREET | PRINCETON | NJ | 08540 | none | PC | general support | $40,000 |
| THE JOHNSON CENTER FOR CHILD HEALTH & DEVELOPMENT | |||||||
| 1700 RIO GRAND STREET SUITE 200 | AUSTIN | TX | 78701 | none | PC | general support | $600,000 |
| The Nature Conservancy in New Jersey | |||||||
| 200 Pottersville Road | Chester | NJ | 07930 | none | PC | general Support | $860,000 |
| ALLIANCE FOR LUPUS RESEARCH INC | |||||||
| 28 WEST 44TH STREET SUITE 501 | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED | $750,000 |
| STONY BROOK-MILLSTONE WATERSHED ASSOC | |||||||
| 31 TITUS MILL ROAD | PENNINGTON | NJ | 08534 | NONE | PC | UNRESTRICTED | $250,000 |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | UNRESTRICTED | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,150,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,273 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,835,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,171 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,597,468 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENTS | Desc |
| Exclusion | -$4,878 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,551,177 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,551,177 | 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 | $3,345 | Amt |
| Net Investment Income | $1,673 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,672 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| THE BLACKSTONE GROUP LP | AT COST | $59,618 | $86,583 |
| APOLLO GLOBAL MANAGEMENT LLC | AT COST | $55,656 | $71,439 |
| JOHNSON PFIV LLC | AT COST | $11,968,245 | $11,968,245 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $705 | BOYBookValueAmt |
| EOY Book Value | $1,024 | EOYBookValueAmt |
| EOYFMV | $1,024 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JOHNSON PFIV LLC-INVEST EXP | $68,816 | $68,816 | |
| THE BLACKSTONE GROUP-INVEST EX | $147 | $147 | |
| APOLLO GLOBAL MGMT -INVEST EXP | $21 | $21 | |
| FILING FEE | $1,500 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| class action settlements | $3,592 | $3,592 |
| the blackstone group lp | $1,647 | $1,647 |
| APOLLO GLOBAL MANAGEMENT LLC | $932 | $932 |
| Book/Tax Adjustments | -$4,878 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT/CUSTODY FEES | CategoryTxt |
| Amt | $113,984 | Amt |
| Net Investment Income | $113,984 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $6,948 | $6,948 |
| FEDERAL TAXES PAID | $71,000 |