WILLARD T C JOHNSON FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WILLARD T C JOHNSON FOUNDATION INC (EIN 13-2993310)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349101051
- Schema version
- 2016v3.1
- 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 | 2017-11-14T10:09:21-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | C/O THE JOHNSON CO INC Suite 2 | 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 | 2017-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY P SPEISS | PreparerPersonNm |
| PTIN | P00844655 | PTIN |
| Phone | 2128914087 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26368720173185000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9C705A6DB49DBEF3E748B8DDCFB0125A51928650 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B6A29356EBE34B2A455BE8502211518E0604653 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,817,461 | 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 |
| Interest On Sav Rev And Expnss | $1,911 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,911 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,333,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,330,427 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,682,895 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,190 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,066 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,066 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,491,502 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,488,594 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $66,726 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $33,363 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $33,363 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $162,079 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $162,079 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $70 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $70 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,817 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,317 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,029 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,261 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $251,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $208,090 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,850,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,850,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,101,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $208,090 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,884,863 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,610,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,280,504 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $530,747 | CashBOYAmt |
| Cash EOY | $626,957 | CashEOYAmt |
| Cash EOYFMV | $626,957 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,420,836 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,198,200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,198,200 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,302,711 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,354,220 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,327,280 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,497,062 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,807,040 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,822,249 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,671,680 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,320,244 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,228,068 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $95,121 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,601,185 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,614,127 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $488 | OtherAssetsBOYAmt |
| Other Assets EOY | $580 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $580 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,518,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,908,426 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,817,461 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $33,518,645 | CapitalStockBOYAmt |
| Capital Stock EOY | $31,908,426 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,518,645 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,908,426 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,518,645 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,908,426 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,518,645 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,610,219 | ExcessRevenueOverExpensesAmt |
| Subtotal | $31,908,426 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $31,908,426 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED - S/T | P | $184,885 | $187,671 | -$2,786 | -$2,786 | |
| PUBLICLY TRADED - L/T | P | $1,098,492 | $1,097,388 | $1,104 | $1,104 | |
| 298,672 SHS JPMORGAN SHRT DURATION BND | P | $3,250,000 | $3,279,414 | -$29,414 | -$29,414 | 2013-02-05 |
| PUBLICLY TRADED - S/T | P | $232,307 | $235,924 | -$3,617 | -$3,617 | |
| PUBLICLY TRADED - L/T | P | $902,958 | $728,308 | $174,650 | $174,650 | |
| CAPITAL GAIN DIVIDENDS | P | $6,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,190 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,896,871 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $58,676,279 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04937 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,463,516 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $58,346,462 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042222 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,051,441 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $53,236,153 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038535 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,799,599 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,294,503 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056793 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,806,419 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $50,047,598 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056075 | DistributionYr5Rt |
| Total Distribution | 0.242995 | TotalDistributionRt |
| Average Distribution | 0.048599 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $57,985,091 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,818,017 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,805 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,830,822 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,884,863 | 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 | $12,805 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,805 | SubtotalAmt |
| Tax Based On Investment Income | $12,805 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,411 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $11,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $29,411 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,606 | OverpaymentAmt |
| Applied To ES Tax | $16,606 | 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 | 2128914087 | 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 |
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 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 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 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 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 | $66,726 | 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 | $52,824,815 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,566,433 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,476,865 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,868,113 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,868,113 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $883,022 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,985,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,899,255 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,899,255 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,805 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,805 | TotalTaxAmt |
| Distributable Before Adj | $2,886,450 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,886,450 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,886,450 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,884,863 | 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 | $2,884,863 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,805 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,872,058 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,886,450 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,850,551 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,884,863 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,850,551 | AppliedToYear1Amt |
| Applied To Current Year | $34,312 | 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 | $2,852,138 | 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 SEC 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 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 RWJ UNIVERSITY HOSPITAL FOUNDATION | |||||||
| 10 PLUM STREET STE 910 | NEW BRUNSWICK | NJ | 08901 | none | PC | general Support | $40,000 |
| ALLIANCE FOR LUPUS RESEARCH INC | |||||||
| 28 WEST 44TH STREET SUITE 501 | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED | $1,220,000 |
| PROJECT RENEWAL INC | |||||||
| 200 VARICK STREET | NEW YORK | NY | 10014 | NONE | PC | UNRESTRICTED | $50,000 |
| 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 | $2,850,000 | 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 | $1,911 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,333,335 | 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 | $2,066 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $154,190 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,491,502 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,491,502 | 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 | $66,726 | Amt |
| Net Investment Income | $33,363 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,363 | 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 | $61,201 | $77,756 |
| APOLLO GLOBAL MANAGEMENT LLC | AT COST | $60,894 | $57,281 |
| JOHNSON PFIV LLC | AT COST | $2,479,090 | $2,479,090 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $488 | BOYBookValueAmt |
| EOY Book Value | $580 | EOYBookValueAmt |
| EOYFMV | $580 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,500 | $0 | $1,500 |
| JOHNSON PFIV LLC-INVEST EXP | $6,230 | $6,230 | $0 |
| THE BLACKSTONE GROUP-INVEST EX | $19 | $19 | $0 |
| APOLLO GLOBAL MGMT -INVEST EXP | $12 | $12 | $0 |
| OTHER NON TAX EXPENSE | $1,268 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| class action settlements | $821 | $821 |
| the blackstone group lp | $1,039 | $1,039 |
| APOLLO GLOBAL MANAGEMENT LLC | $206 | $206 |
| OTHER-BOOK/TAX DIFFERENCES |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT/CUSTODY FEES | CategoryTxt |
| Amt | $162,079 | Amt |
| Net Investment Income | $162,079 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $6,317 | $6,317 | $0 |
| FEDERAL TAXES PAID | $7,500 | $0 | $0 |