Spencer Johnson Family Foundation in Honolulu, Hawaii (HI)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Spencer Johnson Family Foundation | |
| Employer Identification Number (EIN) | 016184578 |
| Name of Organization | Spencer Johnson Family Foundation |
| In Care of Name | Accuity Llp |
| Address | 999 Bishop St Ste 1900, Honolulu, HI 96813-4427 |
| Subsection | Charitable Organization |
| Ruling Date | 03/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $480,229 |
| Amount of Income | $62,397 |
| Form 990 Revenue Amount | $-14,772 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2013: $62,397 (it was $144,716 in 2012)
| Spencer Johnson Family Foundation: | $62,397 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2013: $480,229 (it was $483,687 in 2012)
| Spencer Johnson Family Foundation: | $480,229 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2012: $40,185
| Spencer Johnson Family Foundation: | $40,185 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2012: 1.6
| This organization: | 1.6 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: -0.0%
| This organization: | -0.0% |
| Other organizations performing similar types of work: | 98.7% |
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $-24,921 | $10,096 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,164 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $932 | |||
| Total expenses and disbursements | $40,185 | $0 | $0 | $40,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $185 | $0 | $0 | |
| Contributions, gifts, grants paid | $40,000 | |||
| Excess of revenue over expenses and disbursements | $-65,106 | |||
| Net investment income | $10,096 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $483,687 | $492,616 |
| Cash - non-interest-bearing | $595 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $483,092 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $483,687 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-35,017 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $202 |
| Total credits and payments | $333 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $333 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $131 |
| Amount to be credited to 2013 estimated tax | $131 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $515,658 |
| Net value of noncharitable-use assets | $507,920 |
| Minimum investment return | $25,396 |
| Distributable Amount (for 2012) | |
| Distributable amount | $25,194 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $25,194 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $6,847 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Jpb Foundation | 9 West 57th St 38th Fl, New York, NY 10019-2701 | NY | 2012-01 | $2,423,718,336 |
| 2 | Volkswagen-Stiftung | 30519 Hannover, Germany | international | 1990-08 | $325,265,996 |
| 3 | The California Wellness Foundation | 6320 Canoga Ave Ste 1700, Woodland Hls, CA 91367-2565 | CA | 1991-09 | $259,961,151 |
| 4 | Wal-Mart Foundation | 702 Sw 8th St, Bentonville, AR 72716-6209 | AR | 2006-11 | $169,079,669 |
| 5 | Wiregrass Foundation | 1532 Whatley Dr, Dothan, AL 36303-1984 | AL | 2005-01 | $83,008,074 |
| 6 | Walter J & Betty C Zable Foundation, Warren Magill | PO BOX 85587, San Diego, CA 92186-5587 | CA | 1997-08 | $56,343,185 |
| 7 | The@macmillan Family Foundation Inc | 909 3rd Ave Fl 16, New York, NY 10022-4797 | NY | 2003-01 | $55,276,816 |
| 8 | The Thomas J Vincent Foundation | 44-447 Kaneohe Bay Dr, Kaneohe, HI 96744-2611 | HI | 2001-11 | $6,084,211 |
| 9 | First Insurance Company Of Hawaii Charitable Foundation | 1100 Ward Ave, Honolulu, HI 96814-1600 | HI | 1999-07 | $1,704,507 |
| 10 | Massen-Greene Charitable Fund | PO BOX 3708, Honolulu, HI 96811-3708 | HI | 2011-01 | $484,299 |
| 11 | Hawaii Usa Federal Credit Union Foundation Llc | 1226 College Walk, Honolulu, HI 96817 | HI | 2007-09 | $100,000 |
| 12 | Spencer Johnson Family Foundation | 999 Bishop St Ste 1900, Honolulu, HI 96813-4427 | HI | 2002-03 | $62,397 |
| 13 | Michael J Marks Foundation | 1000 Bishop St Ste 1200, Honolulu, HI 96813-4298 | HI | 2008-05 | $58,866 |
| 14 | R M Towill Foundation | 2024 N King St Ste 200, Honolulu, HI 96819-3494 | HI | 2004-09 | $52,975 |
| 15 | Leslie Granat Foundation | 837 Kululani Drive, Kihei, HI 96753 | HI | 2001-02 | $7,469 |
| 16 | Taj Foundation | 77-158 Koakoa St, Kailua Kona, HI 96740-2498 | HI | 2000-09 | $210 |
| 17 | Eisenstein Family Foundation | PO BOX 367, Pahoa, HI 96778-0367 | HI | 2001-02 | $209 |
| 18 | Gs Foundation | 2849 Kaihikapu St, Honolulu, HI 96819-2011 | HI | 2004-10 | $1 |
| 19 | Hawaiian Airlines Foundation | PO BOX 3170 DEPT 715, Honolulu, HI 96802-3170 | HI | 2014-07 | $1 |
| 20 | Kiwanis Club Of Kahului Maui Foundation | 611 Pio Dr, Wailuku, HI 96793-2622 | HI | 2014-09 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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