Jw Johnson Family Charitable Trust

Joel W Johnson Ttee

Scottsdale, AZ
Tax-exempt since Nov. 2008
EIN: 20-7203295

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$890k (2024)

Expenses

$794k (2024)

Total Assets

$7.86M (2024)

Total Liabilities

$1.95k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$890,110

Expenses

$794,311

Net Income

$95,799

Net Assets

$7,858,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,004	0.7%
Dividends	$234,654	26.4%
Sales of Assets	$649,452	73.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$758,927	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,860,055
Total Liabilities	$1,950
Net Assets	$7,858,105

Compensation

Key Employees and Officers	Compensation	Other
Joel W Johnson (Trustee)	$0	$0
Elizabeth B Johnson (Trustee)	$0	$0
Katherine E Johnson Potter (Trustee)	$0	$0
Dr Geoffrey B Johnson (Trustee)	$0	$0
Peter J Johnson (Trustee)	$0	$0

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990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$279,315

Expenses

$574,464

Net Income

-$295,149

Net Assets

$7,762,306

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,241	4.0%
Dividends	$222,433	79.6%
Sales of Assets	$45,641	16.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$528,279	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,785,528
Total Liabilities	$23,222
Net Assets	$7,762,306

Compensation

Key Employees and Officers	Compensation	Other
Joel W Johnson (Trustee)	$0	$0
Elizabeth B Johnson (Trustee)	$0	$0
Katherine E Johnson Potter (Trustee)	$0	$0
Dr Geoffrey B Johnson (Trustee)	$0	$0
Peter J Johnson (Trustee)	$0	$0

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990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$1,206,014

Expenses

$1,494,868

Net Income

-$288,854

Net Assets

$8,057,455

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$80,543	6.7%
Interest Revenue	$37	0.0%
Dividends	$192,801	16.0%
Sales of Assets	$932,633	77.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,454,319	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,059,205
Total Liabilities	$1,750
Net Assets	$8,057,455

Compensation

Key Employees and Officers	Compensation	Other
Joel W Johnson (Trustee)	$0	$0
Elizabeth B Johnson (Trustee)	$0	$0
Katherine E Johnson Potter (Trustee)	$0	$0
Dr Geoffrey B Johnson (Trustee)	$0	$0
Peter J Johnson (Trustee)	$0	$0

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990-PF

Filed on April 28, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,613,250

Expenses

$489,799

Net Income

$1,123,451

Net Assets

$8,346,309

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$823,535	51.0%
Interest Revenue	$69	0.0%
Dividends	$219,956	13.6%
Sales of Assets	$569,690	35.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$459,101	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,348,209
Total Liabilities	$1,900
Net Assets	$8,346,309

Compensation

Key Employees and Officers	Compensation	Other
Joel W Johnson (Trustee)	$0	$0
Elizabeth B Johnson (Trustee)	$0	$0
Katherine E Johnson Potter (Trustee)	$0	$0
Dr Geoffrey B Johnson (Trustee)	$0	$0
Peter J Johnson (Trustee)	$0	$0

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990-PF

Filed on May 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$687,411

Expenses

$544,230

Net Income

$143,181

Net Assets

$7,222,858

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$67	0.0%
Dividends	$173,053	25.2%
Sales of Assets	$514,291	74.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$521,098	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,232,858
Total Liabilities	$10,000
Net Assets	$7,222,858

Compensation

Key Employees and Officers	Compensation	Other
Joel W Johnson (Trustee)	$0	$0
Elizabeth B Johnson (Trustee)	$0	$0
Katherine E Johnson Potter (Trustee)	$0	$0
Dr Geoffrey B Johnson (Trustee)	$0	$0
Peter J Johnson (Trustee)	$0	$0

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990-PF

Filed on Nov. 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$714,914

Expenses

$352,794

Net Income

$362,120

Net Assets

$7,079,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$65	0.0%
Dividends	$191,053	26.7%
Sales of Assets	$523,796	73.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$286,480	81.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,081,227
Total Liabilities	$1,550
Net Assets	$7,079,677

Compensation

Key Employees and Officers	Compensation	Other
Joel W Johnson (Trustee)	$0	$0
Elizabeth B Johnson (Trustee)	$0	$0
Katherine E Johnson Potter (Trustee)	$0	$0
Dr Geoffrey B Johnson (Trustee)	$0	$0
Peter J Johnson (Trustee)	$0	$0

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990-PF

Filed on July 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$2,108,569

Expenses

$1,030,796

Net Income

$1,077,773

Net Assets

$6,717,557

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$498,548	23.6%
Interest Revenue	$64	0.0%
Dividends	$163,113	7.7%
Sales of Assets	$1,446,844	68.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$998,915	96.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,719,207
Total Liabilities	$1,650
Net Assets	$6,717,557

Compensation

Key Employees and Officers	Compensation	Other
Joel W Johnson (Trustee)	$0	$0
Elizabeth B Johnson (Trustee)	$0	$0
Katherine E Johnson Potter (Trustee)	$0	$0
Dr Geoffrey B Johnson (Trustee)	$0	$0
Peter J Johnson (Trustee)	$0	$0

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990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$1,145,992

Expenses

$1,391,457

Net Income

-$245,465

Net Assets

$5,639,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$280,597	24.5%
Interest Revenue	$22,940	2.0%
Dividends	$124,604	10.9%
Sales of Assets	$717,851	62.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,357,723	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,644,784
Total Liabilities	$5,000
Net Assets	$5,639,784

Compensation

Key Employees and Officers	Compensation	Other
Joel W Johnson (Trustee)	$0	$0
Elizabeth B Johnson (Trustee)	$0	$0
Katherine E Johnson Potter (Trustee)	$0	$0
Dr Geoffrey B Johnson (Trustee)	$0	$0
Peter J Johnson (Trustee)	$0	$0

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990-PF

Filed on March 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$1,832,549

Expenses

$2,275,961

Net Income

-$443,412

Net Assets

$5,885,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$520,800	28.4%
Interest Revenue	$19,101	1.0%
Dividends	$131,091	7.2%
Sales of Assets	$1,161,557	63.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,257,127	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,890,849
Total Liabilities	$5,600
Net Assets	$5,885,249

Compensation

Key Employees and Officers	Compensation	Other
Joel W Johnson (Trustee)	$0	$0
Elizabeth B Johnson (Trustee)	$0	$0
Katherine E Johnson Potter (Trustee)	$0	$0
Dr Geoffrey B Johnson (Trustee)	$0	$0
Peter J Johnson (Trustee)	$0	$0

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990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$507,234

Expenses

$587,846

Net Income

-$80,612

Net Assets

$6,328,661

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$65,827	13.0%
Interest Revenue	$18,070	3.6%
Dividends	$117,239	23.1%
Sales of Assets	$306,098	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$507,944	86.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,339,161
Total Liabilities	$10,500
Net Assets	$6,328,661

Compensation

Key Employees and Officers	Compensation	Other
Joel W Johnson (Trustee)	$0	$0
Elizabeth B Johnson (Trustee)	$0	$0
Katherine E Johnson Potter (Trustee)	$0	$0
Dr Geoffrey B Johnson (Trustee)	$0	$0
Peter J Johnson (Trustee)	$0	$0

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990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$1,696,761

Expenses

$498,408

Net Income

$1,198,353

Net Assets

$6,409,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,343	1.2%
Dividends	$124,262	7.3%
Sales of Assets	$1,552,156	91.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$485,897	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,460,773
Total Liabilities	$51,500
Net Assets	$6,409,273

Compensation

Key Employees and Officers	Compensation	Other
Joel W Johnson (Trustee)	$0	$0
Elizabeth B Johnson (Trustee)	$0	$0
Katherine E Johnson Potter (Trustee)	$0	$0
Dr Geoffrey B Johnson (Trustee)	$0	$0
Peter J Johnson (Trustee)	$0	$0

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990-PF

Filed on May 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$781,861

Expenses

$454,584

Net Income

$327,277

Net Assets

$5,210,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$506,530	64.8%
Interest Revenue	$23,004	2.9%
Dividends	$74,506	9.5%
Sales of Assets	$177,821	22.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$431,750	95.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,211,870
Total Liabilities	$950
Net Assets	$5,210,920

Compensation

Key Employees and Officers	Compensation	Other
Joel W Johnson (Trustee)	$0	$0
Elizabeth B Johnson (Trustee)	$0	$0
Katherine E Johnson Potter (Trustee)	$0	$0
Dr Geoffrey B Johnson (Trustee)	$0	$0
Peter J Johnson (Trustee)	$0	$0

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990-PF

Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$1,869,845

Expenses

$197,746

Net Income

$1,672,099

Net Assets

$4,883,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,797,494	96.1%
Interest Revenue	$16,498	0.9%
Dividends	$42,928	2.3%
Sales of Assets	$12,925	0.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,923	79.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,925,686
Total Liabilities	$42,043
Net Assets	$4,883,643

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,231,838

Expenses

$2,179,915

Net Income

$51,923

Net Assets

$3,211,544

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$824,031	36.9%
Interest Revenue	$17,650	0.8%
Dividends	$35,113	1.6%
Sales of Assets	$1,355,044	60.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,163,988	99.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,243,394
Total Liabilities	$31,850
Net Assets	$3,211,544

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Jw Johnson Family Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $890k (2024)

Expenses $794k (2024)

Total Assets $7.86M (2024)

Total Liabilities $1.95k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$890k (2024)

Expenses

$794k (2024)

Total Assets

$7.86M (2024)

Total Liabilities

$1.95k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006