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Carol C Johnson Charitable Foundation Tr Agreement

Paul Marchese Ttee

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$433k (2024)

Expenses
$329k (2024)

Total Assets
$5.76M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2018 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$432,617
Expenses
$329,140
Net Income
$103,477
Net Assets
$5,764,824
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $178,129
41.2%
Sales of Assets $254,488
58.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $292,591
88.9%
Compensation of Officers* $70,568
21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,764,824
Total Liabilities $0
Net Assets $5,764,824
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $70,568 $0
Paul Marchese (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$305,464
Expenses
$328,459
Net Income
-$22,995
Net Assets
$5,663,436
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $157,227
51.5%
Sales of Assets $141,888
46.4%
Other Income $6,349
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $292,229
89.0%
Compensation of Officers* $64,964
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,663,436
Total Liabilities $0
Net Assets $5,663,436
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Co Trustee) $64,964 $0
Paul Marchese (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$296,994
Expenses
$378,551
Net Income
-$81,557
Net Assets
$5,686,846
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $134,664
45.3%
Sales of Assets $162,099
54.6%
Other Income $231
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $328,473
86.8%
Compensation of Officers* $69,539
18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,686,846
Total Liabilities $0
Net Assets $5,686,846
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Co Trustee) $69,539 $0
Paul Marchese (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$835,606
Expenses
$335,163
Net Income
$500,443
Net Assets
$5,768,916
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $154,362
18.5%
Sales of Assets $680,705
81.5%
Other Income $539
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $290,942
86.8%
Compensation of Officers* $81,153
24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,768,916
Total Liabilities $0
Net Assets $5,768,916
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $81,153 $0
Paul Marchese (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$343,547
Expenses
$292,261
Net Income
$51,286
Net Assets
$5,269,305
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $123,287
35.9%
Sales of Assets $218,210
63.5%
Other Income $2,050
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $257,411
88.1%
Compensation of Officers* $65,268
22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,269,306
Total Liabilities $1
Net Assets $5,269,305
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $65,268 $0
Paul Marchese (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$317,114
Expenses
$318,803
Net Income
-$1,689
Net Assets
$5,217,291
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $151,013
47.6%
Sales of Assets $163,994
51.7%
Other Income $2,107
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $284,392
89.2%
Compensation of Officers* $59,826
18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,217,292
Total Liabilities $1
Net Assets $5,217,291
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Co Trustee) $59,826 $0
Paul Marchese (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$549,553
Expenses
$263,211
Net Income
$286,342
Net Assets
$5,219,226
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $208,208
37.9%
Interest Revenue $0
Dividends $154,662
28.1%
Sales of Assets $186,683
34.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $227,689
86.5%
Compensation of Officers* $60,852
23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,219,226
Total Liabilities $0
Net Assets $5,219,226
Compensation
Key Employees and Officers Compensation Other
Ust Mlt A Division Of Bank Of Amer Ica Na (Co Trustee) $60,852 $0
Paul Marchese (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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