BETTY WOLD JOHNSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BETTY WOLD JOHNSON FOUNDATION (EIN 83-4428102)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349102476
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T13:09:50-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 834428102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETTY WOLD JOHNSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETT | BusinessNameControlTxt |
| Phone | 2123327500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 LAKEVIEW AVE SUITE 2400 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRA AKSELRAD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123327500 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE HINES | PreparerPersonNm |
| PTIN | P00191243 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $855,779,268 | 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 | $118,521,471 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $358,662 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $358,662 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,745,982 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,745,982 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,455,045 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $260,429,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $129,171,070 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,104,644 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,409 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,409 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,106 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,553 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,553 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $160,052 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $160,052 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $31,053 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $31,053 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $150,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $54,260 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $54,260 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $246,680 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $211,073 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,607 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $646,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $243,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $252,881 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,886,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,886,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,532,560 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $243,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,138,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $99,638,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,860,965 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,864,081 | CashBOYAmt |
| Cash EOY | $4,146,229 | CashEOYAmt |
| Cash EOYFMV | $4,146,229 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,641,505 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $741,846,645 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $869,918,329 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $850,861,791 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $771,248 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $1,752 | LandBOYAmt |
| Land EOY | $771,248 | LandEOYAmt |
| Land EOYFMV | $771,248 | LandEOYFMVAmt |
| Other Assets BOY | $48,999 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $774,402,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $874,835,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $855,779,268 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $774,402,982 | RetainedEarningBOYAmt |
| Retained Earning EOY | $874,835,806 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $774,402,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $874,835,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $774,402,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $874,835,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $774,402,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $99,638,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $794,314 | OtherIncreasesAmt |
| Subtotal | $874,835,806 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $874,835,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO X0500 - PUBLICLY TRADED SECURITY | 2020-05-05 | 2024-11-26 | $6,500,331 | $6,342,614 | $157,717 | $157,717 |
| MORGAN STANLEY X2879 - PUBLICLY TRADED SECURITY | 2024-03-22 | 2024-05-23 | $17,417,208 | $19,999,756 | -$2,582,548 | -$2,582,548 |
| MORGAN STANLEY X2879 - PUBLICLY TRADED SECURITY | 2022-01-04 | 2024-12-31 | $236,512,139 | $246,542,353 | -$10,030,214 | -$10,030,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,455,045 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,582,548 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $317,767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $317,767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $317,767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $265,804 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $565,804 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $248,037 | OverpaymentAmt |
| Applied To ES Tax | $248,037 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BETTY WOLD JOHNSON FOUNDATION | IndividualWithBooksNm |
| Phone | 2123327500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 LAKEVIEW AVE SUITE 2400 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| IRA AKSELRAD | ||||||||
| 200 ARKONA COURT APT 2401 | WEST PALM BEACH | FL | 33401 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| CHRISTOPHER W JOHNSON | ||||||||
| THE JOHNSON CO INC 610 5TH AVE2FL | NEW YORK | NY | 10020 | CO-PRESIDENT | 0.25 | $0 | $0 | $0 |
| ROBERT W JOHNSON IV | ||||||||
| 446 NORTH LAKE WAY | PALM BEACH | FL | 33480 | CO-PRESIDENT | 0.25 | $0 | $0 | $0 |
| THERESA ALTOBELLI | ||||||||
| THE JOHNSON CO INC 610 5TH AVE2FL | NEW YORK | NY | 10020 | TREASURER | 0.25 | $0 | $0 | $0 |
| LAUREN HOWARD | ||||||||
| THE JOHNSON CO INC 610 5TH AVE2FL | NEW YORK | NY | 10020 | SECRETARY | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORT RIDGE ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21-66 33RD ROAD | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | OTHER PROFESSIONAL/CONSULTING | ServiceTypeTxt |
| Compensation | $119,552 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $786,615,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,133,142 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,270,730 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $822,019,261 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $822,019,261 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,330,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $809,688,972 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,484,449 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,484,449 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $317,767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $317,767 | TotalTaxAmt |
| Distributable Before Adj | $40,166,682 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,166,682 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,166,682 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,138,881 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $29,138,881 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,166,682 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,161,971 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,138,881 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,161,971 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $976,910 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $39,189,772 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPEN MUSIC FESTIVAL | |||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | NONE | PC | GENERAL SUPPORT | $200,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 717 FIFTH AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $5,000,000 |
| CLIENT EARTH | |||||||
| 501 SANTA MONICA BLVD SUITE 510 | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL SUPPORT | $50,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE SUITE 1100 N | BETHESDA | MD | 20814 | NONE | PC | GENERAL SUPPORT | $300,000 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 68 | DEERFIELD | MA | 01342 | NONE | PC | GENERAL SUPPORT | $5,000,000 |
| GROUNDS FOR SCULPTURE | |||||||
| 80 SCULPTORS WAY | HAMILTON | NJ | 08619 | NONE | PC | GENERAL SUPPORT | $2,000,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02318 | NONE | PC | GENERAL SUPPORT | $100,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PC | GENERAL SUPPORT | $250,000 |
| JOHNSON CENTER FOR CHILD HEALTH AND DEVELOPMENT | |||||||
| 1700 RIO GRANDE STREET SUITE 200 | AUSTIN | TX | 78701 | NONE | PC | GENERAL SUPPORT | $800,000 |
| MKE 2024 HOST COMMITTEE | |||||||
| 275 W WISCONSIN AVE SUITE 400 | MILWAUKEE | WI | 53203 | NONE | PC | GENERAL SUPPORT | $1,000,000 |
| MOUNT VERNON | |||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | NONE | PC | GENERAL SUPPORT | $200,000 |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 302 CARNEGIE CENTER SUITE 204 | PRINCETON | NJ | 08540 | NONE | PC | GENERAL SUPPORT | $2,525,000 |
| NRDC | |||||||
| 40 WEST 20 STREET 11TH FLOOR | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $830,000 |
| SUCCESS ACADEMY | |||||||
| 95 PINE STREET FLOOR SIX | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $10,000,000 |
| THE CHILDREN'S HOME SOCIETY OF NEW JERSEY | |||||||
| 635 S CLINTON AVE | TRENTON | NJ | 08611 | NONE | PC | GENERAL SUPPORT | $11,000 |
| THE DOE FUND | |||||||
| 345 EAST 102 STREET 305 | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $20,000 |
| THE FRIENDS OF FOUNDATION ACADEMIES | |||||||
| 363 WEST STATE ST | TRENTON | NJ | 08610 | NONE | PC | GENERAL SUPPORT | $250,000 |
| UNICEF USA | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $300,000 |
| YONKERS PARTNERS IN EDUCATION | |||||||
| 92 MAIN STREET SUITE 101 | YONKERS | NY | 10701 | NONE | PC | GENERAL SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,886,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEERFIELD ACADEMY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 68 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $15,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $15,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $358,662 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,745,982 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$12,455,045 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,649,599 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,649,599 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| BETTY WOLD JOHNSON ESTATE | |||||||
| 1 | 610 FIFTH AVENUE SECOND FLOOR | NEW YORK | NY | 10020 | $103,521,471 | Yes (X) | |
| BETTY WOLD JOHNSON ESTATE | |||||||
| 2 | 610 FIFTH AVENUE SECOND FLOOR | NEW YORK | NY | 10020 | $15,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 691,480 SHARES OF JOHNSON & JOHNSON | NoncashPropertyDesc |
| Fair Market Value | $103,521,471 | FairMarketValueAmt |
| Received | 2024-07-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,106 | Amt |
| Net Investment Income | $1,553 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,553 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITIES | AT COST | $829,079,859 | $810,023,321 |
| INVESTMENT IN JOHNSON PF VIII LLC | AT COST | $40,838,470 | $40,838,470 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,409 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,409 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID RENT | $42,090 | $0 | $0 |
| DIVIDENDS RECEIVABLE | $6,909 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES - JOHNSON PF VIII | $88,000 | $88,000 | $0 | $0 |
| MANAGEMENT FEES | $123,073 | $123,073 | $0 | $0 |
| DE FILING FEES | $25 | $0 | $0 | $25 |
| REGISTERED AGENT FEE - DE FILING | $236 | $0 | $0 | $236 |
| OFFICE EQUIPMENT | $2,015 | $0 | $0 | $2,015 |
| SOFTWARE SUBSCRIPTIONS | $33,098 | $0 | $0 | $33,098 |
| PATENT EXPENSE | $224 | $0 | $0 | $224 |
| MEALS & ENTERTAINMENT | $9 | $0 | $0 | $9 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT TO COST BASIS | Desc |
| Amt | $794,314 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $160,052 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $160,052 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETTY WOLD JOHNSON ESTATE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 FIFTH AVENUE SECOND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $150,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |