ROY G AND NAOMI HARMON JOHNSTON FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROY G AND NAOMI HARMON JOHNSTON FAMILY FOUNDATION (EIN 26-6286807)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-07
- IRS object ID
- 201730979349100003
- Schema version
- 2016v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-07T08:31:43-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EII Advisors LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 E Woodfield Rd ST300 | AddressLine1Txt |
| City | Schaumburg | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | 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 | 266286807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roy G and Naomi Harmon Johnston Family | BusinessNameLine1Txt |
| Business Name Line2 | 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 |
| Signature | 2017-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Keith W Cantrell | PreparerPersonNm |
| PTIN | P00544850 | PTIN |
| Phone | 8473978625 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $624,100 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,133 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,133 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,336 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $225,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,336 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,469 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,133 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $10 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,717 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,717 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $151 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $151 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,021 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $20,799 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,868 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,868 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,330 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,601 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,133 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $75,019 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,358 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,118 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,558 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,558 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $324,494 | CorporateStockBOYAmt |
| Corporate Stock EOY | $291,425 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $325,852 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $193,565 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $195,178 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $195,912 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $28,187 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,130 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,420 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $623,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $587,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $624,100 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $984,732 | CapitalStockBOYAmt |
| Capital Stock EOY | $984,732 | CapitalStockEOYAmt |
| Retained Earning BOY | -$361,349 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$397,083 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $623,383 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $587,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $623,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $587,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $623,383 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,330 | ExcessRevenueOverExpensesAmt |
| Other Increases | $596 | OtherIncreasesAmt |
| Subtotal | $587,649 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $587,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 14 Alaska Air Group Inc | P | 2015-03-17 | 2016-03-02 | $1,059 | $959 | $100 | $100 |
| 30 Bed Bath & Beyond | P | 2016-03-02 | 2016-12-28 | $1,215 | $1,467 | -$252 | -$252 |
| 15 Campbell Soup Co | P | 2016-01-19 | 2016-03-02 | $905 | $815 | $90 | $90 |
| 11 Capital One Finl | P | 2016-02-04 | 2016-03-02 | $746 | $699 | $47 | $47 |
| 48 Chubb Ltd | P | 2016-01-19 | 2016-01-26 | $5,221 | $5,329 | -$108 | -$108 |
| 51 Cleco Corp XXX Mandatory | P | 2016-02-16 | 2016-04-14 | $2,824 | $2,744 | $80 | $80 |
| 177 Delta Air Lines Inc | P | 2015-11-13 | 2016-09-22 | $6,837 | $8,719 | -$1,882 | -$1,882 |
| 123 Flextronics Intl Ltd F | P | 2015-05-28 | 2016-03-02 | $1,355 | $1,500 | -$145 | -$145 |
| 3 Harbor Internaitonal Fund Inv C | P | 2015-12-17 | 2016-01-28 | $207 | $221 | -$14 | -$14 |
| 87 M G I C Investment | P | 2016-02-10 | 2016-10-18 | $707 | $570 | $137 | $137 |
| 32 Scripps Ntwk Interac | P | 2015-05-28 | 2016-03-02 | $1,916 | $2,163 | -$247 | -$247 |
| 72 Shenandoah Telecommunications | P | 2015-07-20 | 2016-03-02 | $1,775 | $1,252 | $523 | $523 |
| 28 Sonoco Products Co | P | 2015-05-21 | 2016-03-02 | $1,229 | $1,300 | -$71 | -$71 |
| 15 Verizon Communication | P | 2015-07-02 | 2016-03-02 | $774 | $717 | $57 | $57 |
| 68 Voya Financial Inc | P | 2016-03-02 | 2016-10-04 | $1,965 | $2,089 | -$124 | -$124 |
| 36 Xilinx Inc | P | 2015-05-28 | 2016-03-02 | $1,702 | $1,721 | -$19 | -$19 |
| 172 Xilinx Inc | P | 2015-05-28 | 2016-05-24 | $7,942 | $8,225 | -$283 | -$283 |
| 23 Aflac Inc | P | 2014-02-19 | 2016-03-02 | $1,398 | $1,448 | -$50 | -$50 |
| 139 Alaska Air Group Inc | P | 2016-01-01 | 2016-09-22 | $9,273 | $9,405 | -$132 | -$132 |
| 80 Avangrid Inc | P | 2014-06-13 | 2016-02-16 | $3,235 | $2,942 | $293 | $293 |
| 138 Bed Bath & Beyond | P | 2016-01-01 | 2016-12-28 | $5,589 | $9,840 | -$4,251 | -$4,251 |
| 65 Boeing Co | P | 2014-02-19 | 2016-09-20 | $8,315 | $8,393 | -$78 | -$78 |
| 541 Calpine Corp | P | 2016-01-01 | 2016-10-10 | $7,021 | $11,019 | -$3,998 | -$3,998 |
| 112 Cardinal Health Inc | P | 2014-09-29 | 2016-01-19 | $9,083 | $8,499 | $584 | $584 |
| 80 Chubb Corp | P | 2014-02-27 | 2016-01-19 | $10,380 | $6,971 | $3,409 | $3,409 |
| 50 Cisco Systems Inc | P | 2014-02-27 | 2016-03-02 | $1,331 | $1,097 | $234 | $234 |
| 91 Clorox Company | P | 2014-06-04 | 2016-02-26 | $11,662 | $8,081 | $3,581 | $3,581 |
| 28 Commerce Bancshares Inc | P | 2014-02-27 | 2016-03-02 | $1,221 | $1,123 | $98 | $98 |
| 189 Commerce Bancshares Inc | P | 2014-02-27 | 2016-09-15 | $9,259 | $7,583 | $1,676 | $1,676 |
| 0.88 Dell Technologies In Class | P | 2014-03-05 | 2016-09-08 | $45 | $42 | $3 | $3 |
| 34 Dell Technologies In Class | P | 2016-01-01 | 2016-09-12 | $1,654 | $1,605 | $49 | $49 |
| 61 EMC Corp Mass | P | 2014-03-05 | 2016-03-02 | $1,600 | $1,645 | -$45 | -$45 |
| 313 EMC Corp Mass | P | 2016-01-01 | 2016-09-07 | $7,528 | $6,788 | $740 | $740 |
| 750 Flextronics Intl Ltd F | P | 2016-01-01 | 2016-09-29 | $10,072 | $9,027 | $1,045 | $1,045 |
| 36 General Mills Inc | P | 2016-01-01 | 2016-03-02 | $2,122 | $1,826 | $296 | $296 |
| 140 General Mills Inc | P | 2014-03-05 | 2016-09-15 | $9,164 | $7,102 | $2,062 | $2,062 |
| 363 Grammercy Ppty Trust | P | 2016-01-01 | 2016-02-10 | $2,566 | $2,798 | -$232 | -$232 |
| 37 Guggenheim Bllshs 2016 Corp Bn | P | 2016-01-01 | 2016-03-02 | $815 | $828 | -$13 | -$13 |
| 1,434 Guggenheim Bllshs 2016 Corp Bn | P | 2016-01-01 | 2016-12-30 | $31,668 | $32,061 | -$393 | -$393 |
| 86 Harbor International Fund Inv | P | 2016-01-01 | 2016-01-28 | $4,738 | $6,097 | -$1,359 | -$1,359 |
| 87 Home Depot Inc | P | 2014-04-03 | 2016-03-01 | $10,899 | $6,923 | $3,976 | $3,976 |
| 270 Kroger Co | P | 2014-03-19 | 2016-01-19 | $10,296 | $5,944 | $4,352 | $4,352 |
| 25 Omnicom Group Inc | P | 2014-03-26 | 2016-03-02 | $1,946 | $1,819 | $127 | $127 |
| 9 Reinsurance Group Amer Inc | P | 2014-04-07 | 2016-03-02 | $822 | $694 | $128 | $128 |
| 7 Sanderson Farms Inc | P | 2014-06-17 | 2016-03-02 | $632 | $671 | -$39 | -$39 |
| 42 Sanmina Corp | P | 2014-03-12 | 2016-10-18 | $1,173 | $725 | $448 | $448 |
| 14 Valero energy Corp | P | 2014-05-07 | 2016-03-02 | $850 | $808 | $42 | $42 |
| 27 Verizon Communication | P | 2014-02-12 | 2016-03-02 | $1,393 | $1,278 | $115 | $115 |
| 206 Voya Financial Inc | P | 2015-05-20 | 2016-10-04 | $5,952 | $9,418 | -$3,466 | -$3,466 |
| 47 Wabash National Corp | P | 2014-05-02 | 2016-10-18 | $630 | $642 | -$12 | -$12 |
| 30 Worthington Inds Inc | P | 2014-10-02 | 2016-03-02 | $966 | $1,096 | -$130 | -$130 |
| 34 Worthington Inds Inc | P | 2014-10-02 | 2016-10-18 | $1,629 | $1,242 | $387 | $387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,336 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,359 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $658,407 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06075 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,923 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $693,595 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06477 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,284 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $697,271 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05921 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,487 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $681,644 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06233 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,657 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $727,857 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06273 | DistributionYr5Rt |
| Total Distribution | 0.309787 | TotalDistributionRt |
| Average Distribution | 0.061957 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $598,320 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,070 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $126 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,196 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $252 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $252 | SubtotalAmt |
| Tax Based On Investment Income | $252 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $252 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Johnston | BusinessNameLine1Txt |
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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | 6.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $8,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $607,431 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $607,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $607,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,111 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $598,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,916 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,916 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $252 | TotalTaxAmt |
| Distributable Before Adj | $29,664 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,664 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,664 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $35,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,664 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,264 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,405 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,852 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,397 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,189 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,107 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,664 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,336 | RemainingDistriFromCorpusAmt |
| Total Corpus | $49,443 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,264 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,179 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,405 | ExcessFromYear4Amt |
| Excess From Year3 | $8,852 | ExcessFromYear3Amt |
| Excess From Year2 | $10,397 | ExcessFromYear2Amt |
| Excess From Year1 | $7,189 | ExcessFromYear1Amt |
| Excess From Current Year | $5,336 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| March of Dimes Minnesota Chapter | |||||||
| 5233 Edina Industrial Blvd | Edina | MN | 55439 | None | PC | Research w Premature Babies | $2,500 |
| We Encourage Inc | |||||||
| 1191 Morada Place | Altadena | CA | 91001 | None | PC | Support of OneYearRoadTrip | $2,500 |
| Citizen's League | |||||||
| 400 Robert St N Suite 1820 | St Paul | MN | 55101 | None | PC | General Purposes | $15,000 |
| Catholic Communities of Pleasanton | |||||||
| 3999 Bernal Ave | Pleasanton | CA | 94566 | None | PC | General Purposes | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,133 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,336 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,469 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,469 | 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 | Tax Preparation | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Franchise Tax Board | CategoryTxt |
| Legal Fees | $10 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Foundation Meeting | $2,903 |
| Foundation Meeting Exp (Prepaid 2015) | $2,118 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Basis Adjustment | $521 |
| Nondividend distributions from 1099 | $75 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $6,717 | Amt |
| Net Investment Income | $6,717 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes on Dividends | $42 | $42 |
| US Treasury | $109 | $109 |