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JOHNSTON FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
JOHNSTON FAMILY FOUNDATION (EIN 33-0755496)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-04-18
IRS object ID
201121089349100307
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-04-18T16:44:05-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1H & S ACCOUNTING LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110225 W THUNDERBIRD BLVDAddressLine1
CitySUN CITYCity
StateAZState
ZIP Code853516103ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN330755496EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JOHNSTON FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJOHNNameControl
Phone4804966426Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13407 E EQUESTRIAN TRAILAddressLine1
CityPHOENIXCity
StateAZState
ZIP Code85044ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJEFFREY JOHNSTONName
TitleTreasurerTitle
Date Signed2011-04-18DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameDavid H McConachie CPAName
Phone6239339363Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY310541FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss3835ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss3067DividendsRevAndExpnss
Dividends Net Invst Incm3067DividendsNetInvstIncm
Dividends Adj Net Incm3067DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss0NetGainSaleAssetsRevAndExpnss
Total Revenue And Expenses6902TotalRevenueAndExpenses
Total Net Investment Income3067TotalNetInvestmentIncome
Total Adjusted Net Income3067TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1100AccountingFeesRevAndExpnss
Taxes Rev And Expnss218TaxesRevAndExpnss
Deprec And Depletion Rev And Expnss0DeprecAndDepletionRevAndExpnss
Tot Opr Expenses Rev And Expnss1318TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss14000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps14000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss15318TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps14000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-8416ExcessOfRevenueOverExpenses
Net Investment Income3067NetInvestmentIncome
Adjusted Net Income3067AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY111096SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY102680SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV113180SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY109208InvestmentsCorpStockBOY
Investments Corp Stock EOY109208InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV197361InvestmentsCorpStockEOYFMV
Total Assets BOY220304TotalAssetsBOY
Total Assets EOY211888TotalAssetsEOY
Total Assets EOYFMV310541TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY220304RetainedEarningsBOY
Retained Earnings EOY211888RetainedEarningsEOY
Total Net Assets BOY220304TotalNetAssetsBOY
Total Net Assets EOY211888TotalNetAssetsEOY
Total Liabilities Net Assets BOY220304TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY211888TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY220304TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-8416ExcessOfRevenueOverExpenses
Subtotal211888Subtotal
Total Net Assets Fund Balances EOY211888TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year112983QualifyingDistributionsYear1
Noncharitable Assets Year1250348NoncharitableAssetsYear1
Distribution Ratio Year10.05186DistributionRatioYear1
Qualifying Distributions Year215493QualifyingDistributionsYear2
Noncharitable Assets Year2294392NoncharitableAssetsYear2
Distribution Ratio Year20.05263DistributionRatioYear2
Qualifying Distributions Year316495QualifyingDistributionsYear3
Noncharitable Assets Year3322887NoncharitableAssetsYear3
Distribution Ratio Year30.05109DistributionRatioYear3
Qualifying Distributions Year415169QualifyingDistributionsYear4
Noncharitable Assets Year4296761NoncharitableAssetsYear4
Distribution Ratio Year40.05112DistributionRatioYear4
Qualifying Distributions Year514274QualifyingDistributionsYear5
Noncharitable Assets Year5271171NoncharitableAssetsYear5
Distribution Ratio Year50.05264DistributionRatioYear5
Total Distribution Ratio0.25933TotalDistributionRatio
Average Distribution Ratio0.05187AverageDistributionRatio
Net Noncharitable Assets275473NetNoncharitableAssets
Adjusted Noncharitable Assets14287AdjustedNoncharitableAssets
One Percent Net Investment Income31OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One14318AdjNonchrtblAssetsAndOnePct
Qualifying Distributions14000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax61InvestmentIncomeExciseTax
Subtotal61Subtotal
Tax Based On Investment Income61TaxBasedOnInvestmentIncome
Tax Due61TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFERY JOHNSTONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4804966426BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line13407 E EQUESTRIAN TRAILAddressLine1
CityPHOENIXCity
StateAZState
ZIP Code85044ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
COLLEEN HOFFMAN
6363 FORRESTERHUNTINGTON BEACHCA92648Secretary0.000
JEFFREY JOHNSTON
3407 E EQUESTRIAN TRAILPHOENIXAZ85044Treasurer0.000
JACQUELYN SCHOELL
4141 STONEBRIDGE LANERANCHO SANTA FECA92091President0.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities165952AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances113716AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets279668TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets279668AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4195CashDeemedCharitable
Net Noncharitable Assets275473NetNoncharitableAssets
Minimum Investment Return13774MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return13774MinimumInvestmentReturn
Tax Based On Investment Income61TaxBasedOnInvestmentIncome
Total Tax61TotalTax
Distributable Amount Before Adj13713DistributableAmountBeforeAdj
Distributable Amount Before Ded13713DistributableAmountBeforeDed
Distributable Amount As Adjusted13713DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions14000ExpensesAndContributions
Qualifying Distributions14000QualifyingDistributions
Adj Qualifying Distributions14000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted13713DistributableAmountAsAdjusted
Excess Distri Carryover Year5835ExcessDistriCarryoverYear5
Excess Distri Carryover Year4553ExcessDistriCarryoverYear4
Excess Distri Carryover Year3997ExcessDistriCarryoverYear3
Excess Distri Carryover Year2857ExcessDistriCarryoverYear2
Excess Distri Carryover Year1500ExcessDistriCarryoverYear1
Total Excess Distri Carryover3742TotalExcessDistriCarryover
Qualifying Distributions14000QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year13713AppliedToCurrentYear
Remaining Distri From Corpus287RemainingDistriFromCorpus
Total Corpus4029TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5835ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year3194ExcessDistriCyovToNextYear
Excess From Year4553ExcessFromYear4
Excess From Year3997ExcessFromYear3
Excess From Year2857ExcessFromYear2
Excess From Year1500ExcessFromYear1
Excess From Current Year287ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ST VINCENT DE PAUL VILLAGE
1501 IMPERIAL AVESAN DIEGOCA92101NONESOCIAL SERVICES$3,500
ROMAN CATHOLIC DIOCESE OF ORANGE
2811 E VILLA REAL DRORANGECA92867NONERELIGIOUS$3,500
CALIFORNIA DOLLARS FOR SCHOLARS
2110 ARTESIA BLVD B663REDONDO BEACHCA90278NONEEDUCATION$3,500
COMPASS FAMILY CENTER
444 CAMINO DEL RIO SOUTH SUITE 106SAN DIEGOCA92108NONESOCIAL SERVICES$3,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year14000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Related Or Exempt Function Income3067RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income3067RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA3067TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryH&S ACCOUNTING, LLCCategory
Amount$1,100Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (24 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
300 SHS QEP RESOURCES INC223110893
79 SHS JOHN BEAN TECHNOLOGIES1551590
370 SHS FMC TECHS INC306132897
146 SHS APACHE CORP366117408
172 SHS AFFILIATED MANAGERS GRP666217066
260 SHS TOTAL FINA ELF SA929613905
310 SHS RF MICRO DIVICES INC80932279
300 SHS QUESTAR CORP11445223
25 SHS KOHLS15041358
135 SHS JOHNSON AND JOHNSON79138350
80 SHS LOWES COMPANIES, INC9002006
56 SHS TYCO INTERNATIONAL LTD22871982
300 SHS NAT FUEL GAS CO659519686
215 SHS CISCO SYS109454349
56 SHS COVIDIEN PLC DUBLIN-USD29192557
56 SHS TYCO ELECTRONICS LTD26822321
6 SHS ARKEMA SPONSORED ADR425
280 SHS SOUTHWEST GAS CORP674210268
80 SHS PROCTER & GAMBLE CO31485146
215 SHS PFIZER INC64203765
310 SHS J C PENNEY CO697510016
220 SHS O'REILLY AUTOMOTIVE INC349113292
180 SHS BANK OF NEW YORK MELLON71995436
230 SHS KROGER CO51855143

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmount
FOREIGN TAXES$191
CA FRANCHISE TAX BOARD$10
990-PF TAX$17