Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
JW JOHNSON FAMILY CHARITABLE TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)10813 EAST WINDGATE PASS DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SCOTTSDALE, AZ85255
A Employer identification number

20-7203295
B Telephone number (see instructions)

(480) 513-1125
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$9,626,208J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 506,530
2 Check bullet
3 Interest on savings and temporary cash investments 23,004 23,004  
4 Dividends and interest from securities...... 74,506 74,506  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 177,821
b Gross sales price for all assets on line 6a 1,444,132
7 Capital gain net income (from Part IV, line 2)... 177,821
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 781,861 275,331  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,800 2,400   2,400
c Other professional fees (attach schedule).... Click to see attachment 19,479 19,479   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 955 955   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,234 22,834   2,400
25 Contributions, gifts, grants paid........ 429,350 429,350
26 Total expenses and disbursements. Add lines 24 and 25 454,584 22,834   431,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 327,277
b Net investment income (if negative, enter -0-) 252,497
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 204,904 233,250 233,250
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet1,053
Less: allowance for doubtful accounts bullet   786 1,053 1,053
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 397,840 Click to see attachment436,650 605,399
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 4,322,156 Click to see attachment4,540,917 8,786,506
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,925,686 5,211,870 9,626,208
Liabilities 17 Accounts payable and accrued expenses.......... 6,743  
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment35,300 Click to see attachment950
23 Total liabilities (add lines 17 through 22).......... 42,043 950
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 4,883,643 5,210,920
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,883,643 5,210,920
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,925,686 5,211,870
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 4,883,643
2 Enter amount from Part I, line 27a..................... 2 327,277
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 5,210,920
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,210,920
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a AMG 1274-395.748 SHARES OF T ROWE PRICE EMERGING MARKETS BOND FUND #110 P 2012-03-30 2013-02-15
b AMG 1274-3006.682 SHARES OF T ROWE PRICE EMERGING MARKETS BOND FUND #110 P 2012-04-30 2013-02-15
c AMG 1274-1337.047 SHARES OF BUFFALO MID CAP FUND #1446 P 2012-03-30 2013-02-15
d AMG 1274-179.587 SHARES OF COHEN & STEERS REALTY SHARES#1262 P 2012-03-30 2013-02-15
e AMG 1274-184.615 SHARES OF COHEN & STEERS REALTY SHARES#1262 P 2012-05-30 2013-02-15
AMG 1274-166.353 SHARES OF COHEN & STEERS REALTY SHARES#1262 P 2012-07-31 2013-02-15
AMG 1274-335.008 SHARES OF T ROWE PRICE MID-CAP GROWTH #64 P 2012-03-30 2013-02-15
AMG 1274-324.296 SHARES OF T ROWE PRICE MID-CAP GROWTH #64 P 2012-04-30 2013-02-15
AMG 1274-3176.353 SHARES OF T ROWE PRICE INTERNATIONAL BOND #76 P 2012-04-30 2013-03-15
AMG 1274-2286.548 SHARES OF T ROWE PRICE INTERNATIONAL BOND #76 P 2012-07-31 2013-03-15
AMG 1274-3179.074 SHARES OF T ROWE PRICE INTERNATIONAL BOND #76 P 2012-08-30 2013-03-15
AMG 1274-15527.95 SHARES OF PIMCO HIGH YIELD INST #108 P 2013-02-15 2013-07-12
AMG 1274-4135.705 SHARES OF CALAMOS GROWTH FUND-I P 2007-03-22 2013-01-09
AMG 1274-872.125 SHARES OF BUFFALO MID CAP FUND #1446 P 2011-02-17 2013-02-15
AMG 1274-202.653 SHARES OF COHEN & STEERS REALTY SHARES#1262 P 2010-09-09 2013-02-15
AMG 1274-194.932 SHARES OF COHEN & STEERS REALTY SHARES#1262 P 2010-10-12 2013-02-15
AMG 1274-193.023 SHARES OF COHEN & STEERS REALTY SHARES#1262 P 2010-12-09 2013-02-15
AMG 1274-187.996 SHARES OF COHEN & STEERS REALTY SHARES#1262 P 2011-01-10 2013-02-15
AMG 1274-177.006 SHARES OF COHEN & STEERS REALTY SHARES#1262 P 2011-02-10 2013-02-15
AMG 1274-653.198 SHARES OF DODGE & COX STOCK FUND #145 P 2007-03-22 2013-02-15
AMG 1274-7221.325 SHARES OF MARSICO FOCUS FUND #40 P 2007-03-22 2013-02-15
AMG 1274-132 SHARES OF ETFS PALLADIUM TRUST P 2011-02-17 2013-02-15
AMG 1274-272.841 SHARES OF USAA PRECIOUS METALS AND MINERALS FUND #50 P 2011-01-10 2013-03-15
AMG 1274-101.708 SHARES OF USAA PRECIOUS METALS AND MINERALS FUND #50 P 2011-02-10 2013-03-15
AMG 1274-172.898 SHARES OF USAA PRECIOUS METALS AND MINERALS FUND #50 P 2011-10-14 2013-03-15
AMG 1274-3398.058 SHARES OF HARBOR MID CAP VALUE FUND #023 P 2007-03-22 2013-04-15
AMG 1274-2347.97 SHARES OF PIMCO HIGH YIELD INST #108 P 2012-04-30 2013-07-12
AMG 1274-2100 SHARES OF ECOLAB INC COM P 2007-12-10 2013-11-20
AMG 6510-12 SHARES OF PEPSICO INC P 2012-06-22 2013-01-02
AMG 6510-11 SHARES OF CATO CORP-CL A P 2012-01-09 2013-01-02
AMG 6510-48 SHARES OF CATO CORP-CL A P 2012-01-18 2013-01-02
AMG 6510-1 SHARES OF COCA-COLA CO P 2013-01-02 2013-04-19
AMG 6510-671 SHARES OF DELL INC P 2012-09-17 2013-07-01
AMG 6510-1 SHARES OF GENERAL ELEC CO COM P 2013-01-02 2013-11-08
AMG 6510-73 SHARES OF KRAFT GOODS GROUP INC P 2008-07-11 2013-01-02
AMG 6510-224 SHARES OF AT&T INC P 2008-11-19 2013-01-02
AMG 6510-221 SHARES OF MONDELEZ INTERNATIONAL INC P 2008-07-11 2013-01-02
AMG 6510-9 SHARES OF CHEVRON CORP COM P 2010-06-07 2013-01-02
AMG 6510-13 SHARES OF EXXON MOBIL CORP COM P 2008-10-30 2013-01-02
AMG 6510-36 SHARES OF FIRSTENERGY CORP COM P 2009-08-17 2013-01-02
AMG 6510-17 SHARES OF FIRSTENERGY CORP COM P 2011-03-25 2013-01-02
AMG 6510-1 SHARES OF JOHNSON & JOHNSON P 2011-03-25 2013-01-02
AMG 6510-104 SHARES OF PFIZER COMMON STOCK P 2007-03-23 2013-01-02
AMG 6510-26 SHARES OF SANOFI -ADR P 2010-04-20 2013-01-02
AMG 6510-81 SHARES OF TAIWAN SEMICONDUCTOR ADR P 2009-08-17 2013-01-02
AMG 6510-80 SHARES OF PHILIP MORRIS INTERNATIONAL P 2008-11-14 2013-04-18
AMG 6510-34 SHARES OF COCA-COLA CO P 2009-08-14 2013-04-19
AMG 6510-54 SHARES OF COCA-COLA CO P 2010-06-08 2013-04-19
AMG 6510-10 SHARES OF COCA-COLA CO P 2012-01-06 2013-04-19
AMG 6510-60 SHARES OF KIMBERLY-CLARK CORP P 2008-07-11 2013-04-19
AMG 6510-6 SHARES OF KIMBERLY-CLARK CORP P 2011-03-25 2013-04-19
AMG 6510-5 SHARES OF KIMBERLY-CLARK CORP P 2012-01-06 2013-04-19
AMG 6510-19 SHARES OF CHEVRON CORP COM P 2010-06-07 2013-04-19
AMG 6510-68 SHARES OF CHEVRON CORP COM P 2010-06-08 2013-04-19
AMG 6510-69 SHARES OF FIRSTENERGY CORP COM P 2010-06-08 2013-04-19
AMG 6510-61 SHARES OF FIRSTENERGY CORP COM P 2011-03-25 2013-04-19
AMG 6510-42 SHARES OF MCDONALDS CORP COM P 2008-11-20 2013-05-24
AMG 6510-107 SHARES OF SANOFI -ADR P 2010-04-20 2013-05-24
AMG 6510-1 SHARES OF SANOFI -ADR P 2012-01-09 2013-05-24
AMG 6510-156 SHARES OF MERCK & CO. INC. P 2009-08-17 2013-05-24
AMG 6510-35 SHARES OF MERCK & CO. INC. P 2010-06-08 2013-05-24
AMG 6510-1 SHARES OF MERCK & CO. INC. P 2011-03-25 2013-05-24
AMG 6510-19 SHARES OF CATO CORP-CL A P 2012-01-09 2013-06-19
AMG 6510-1 SHARES OF CATO CORP-CL A P 2012-01-11 2013-06-19
AMG 6510-71 SHARES OF CATO CORP-CL A P 2012-01-12 2013-06-19
AMG 6510-48 SHARES OF CATO CORP-CL A P 2012-01-13 2013-06-19
AMG 6510-118 SHARES OF CATO CORP-CL A P 2012-01-11 2013-06-20
AMG 6510-259 SHARES OF PFIZER COMMON STOCK P 2007-03-23 2013-06-25
AMG 6510-63 SHARES OF PFIZER COMMON STOCK P 2007-08-02 2013-06-25
AMG 6510-2 SHARES OF PFIZER COMMON STOCK P 2007-11-02 2013-06-25
AMG 6510-37 SHARES OF PFIZER COMMON STOCK P 2008-07-07 2013-06-25
AMG 6510-58 SHARES OF PFIZER COMMON STOCK P 2008-10-29 2013-06-25
AMG 6510-38 SHARES OF PFIZER COMMON STOCK P 2009-08-14 2013-06-25
AMG 6510-12 SHARES OF PFIZER COMMON STOCK P 2010-06-08 2013-06-25
AMG 6510-191 SHARES OF GENERAL ELEC CO COM P 2007-03-23 2013-08-14
AMG 6510-113 SHARES OF JOHNSON & JOHNSON P 2011-03-25 2013-08-16
AMG 6510-318 SHARES OF GENERAL ELEC CO COM P 2007-03-23 2013-11-08
AMG 6510-3 SHARES OF GENERAL ELEC CO COM P 2008-02-06 2013-11-08
AMG 6510-143 SHARES OF GENERAL ELEC CO COM P 2008-07-15 2013-11-08
AMG 6510-19 SHARES OF GENERAL ELEC CO COM P 2008-10-29 2013-11-08
AMG 6510-18 SHARES OF GENERAL ELEC CO COM P 2010-06-08 2013-11-08
AMG 6510-16 SHARES OF GENERAL ELEC CO COM P 2012-01-06 2013-11-08
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 5,532   5,308 224
b 42,028   40,540 1,488
c 23,882   24,040 -158
d 12,178   12,040 138
e 12,519   12,040 479
11,281   11,540 -259
20,305   20,040 265
19,655   19,370 285
30,859   31,740 -881
22,215   22,620 -405
30,886   31,640 -754
147,636   150,040 -2,404
221,964   251,331 -29,367
15,578   15,552 26
13,743   11,040 2,703
13,219   11,040 2,179
13,089   10,940 2,149
12,749   10,940 1,809
12,003   10,940 1,063
85,960   102,867 -16,907
134,060   141,556 -7,496
9,745   11,009 -1,264
5,961   10,940 -4,979
2,222   3,980 -1,758
3,777   6,989 -3,212
48,960   47,646 1,314
22,324   21,928 396
223,604   106,953 116,651
825   826 -1
294   267 27
1,282   1,179 103
43   37 6
8,911   7,202 1,709
27   21 6
3,336   2,219 1,117
7,724   5,689 2,035
5,818   4,143 1,675
983   645 338
1,137   951 186
1,503   1,567 -64
710   623 87
71   59 12
2,664   2,674 -10
1,239   953 286
1,456   834 622
7,345   3,144 4,201
1,451   819 632
2,304   1,391 913
427   345 82
6,284   3,562 2,722
628   391 237
524   363 161
2,211   1,361 850
7,915   4,801 3,114
3,134   2,522 612
2,770   2,234 536
4,203   2,302 1,901
5,834   3,924 1,910
55   36 19
7,288   4,819 2,469
1,635   1,175 460
47   33 14
477   461 16
25   24 1
1,781   1,719 62
1,204   1,160 44
2,897   2,839 58
7,227   6,659 568
1,758   1,501 257
56   48 8
1,032   643 389
1,618   1,013 605
1,060   594 466
335   175 160
4,595   6,851 -2,256
10,120   6,656 3,464
8,548   11,407 -2,859
81   103 -22
3,844   3,793 51
511   374 137
484   272 212
430   299 131
86,037     86,037
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       224
b       1,488
c       -158
d       138
e       479
      -259
      265
      285
      -881
      -405
      -754
      -2,404
      -29,367
      26
      2,703
      2,179
      2,149
      1,809
      1,063
      -16,907
      -7,496
      -1,264
      -4,979
      -1,758
      -3,212
      1,314
      396
      116,651
      -1
      27
      103
      6
      1,709
      6
      1,117
      2,035
      1,675
      338
      186
      -64
      87
      12
      -10
      286
      622
      4,201
      632
      913
      82
      2,722
      237
      161
      850
      3,114
      612
      536
      1,901
      1,910
      19
      2,469
      460
      14
      16
      1
      62
      44
      58
      568
      257
      8
      389
      605
      466
      160
      -2,256
      3,464
      -2,859
      -22
      51
      137
      212
      131
      86,037
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 177,821
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 157,923 3,246,586 0.048643
2011 2,150,065 4,383,131 0.490532
2010 146,403 2,877,710 0.050875
2009 130,911 2,504,240 0.052276
2008 191,576 3,256,902 0.058822
2 Total of line 1, column (d) ...................... 2 0.701148
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.140230
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 7,164,630
5 Multiply line 4 by line 3....................... 5 1,004,696
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,525
7 Add lines 5 and 6......................... 7 1,007,221
8 Enter qualifying distributions from Part XII, line 4.............. 8 431,750
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 5,050
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 5,050
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,050
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 12,803
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,803
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,753
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet7,753 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAZ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletAMG NATIONAL TRUST BANK Telephone no.bullet (303) 694-2190
    Located atbullet6501 E BELLEVIEW AVE 400ENGLEWOODCO ZIP+4bullet80111
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) 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)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JOEL W JOHNSON TRUSTEE
    1.00     		0 0 0
    10813 E WINDGATE PASS DRIVE
    SCOTTSDALE,AZ85255
    ELIZABETH B JOHNSON TRUSTEE
    1.00     		0 0 0
    10813 E WINDGATE PASS DRIVE
    SCOTTSDALE,AZ85255
    KATHERINE E JOHNSON POTTER TRUSTEE
    1.00     		0 0 0
    13 GOULDING ST
    SHERBORN,MA01770
    DR GEOFFREY B JOHNSON TRUSTEE
    1.00     		0 0 0
    5453 HAWTHORN HILL LANE NE
    ROCHESTER,MN55906
    PETER J JOHNSON TRUSTEE
    1.00     		0 0 0
    10813 E WINDGATE PASS DRIVE
    SCOTTSDALE,AZ85255
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NOT APPLICABLE 0
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NOT APPLICABLE 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    358,232
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    5,050
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,050
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    353,182
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    353,182
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    353,182
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 353,182
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 30,177
    b From 2009....... 7,107
    c From 2010....... 3,637
    d From 2011....... 1,958,754
    e From 2012.......  
    fTotal of lines 3a through e......... 1,999,675
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 431,750
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 353,182
    e Remaining amount distributed out of corpus 78,568
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,078,243
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		30,177
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		2,048,066
    10 Analysis of line 9:
    a Excess from 2009.... 7,107
    b Excess from 2010.... 3,637
    c Excess from 2011.... 1,958,754
    d Excess from 2012....  
    e Excess from 2013.... 78,568
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231     		NONE EXEMPT SCIENCE 50
    AUSTIN CATHOLIC SCHOOLS INC
    511 4TH NW AVE
    AUSTIN,MN55912     		NONE EXEMPT EDUCATIONAL 250
    BMT PROGRAM-GREATEST NEED FUND
    420 DELAWARE STREET SE
    MINNEAPOLIS,MN55455     		NONE EXEMPT MEDICAL 250
    CAMP FOSTER YMCA
    1769 260TH AVE
    SPIRIT LAKE,IA51360     		NONE EXEMPT COMMUNITY 250
    CHERISH CENTER
    1004 22ND STREET
    MILFORD,IA51351     		NONE EXEMPT COMMUNITY 100
    CITY OF HOPE
    1500 EAST SUARE ROAD
    DUARTE,CA91010     		NONE EXEMPT COMMUNITY 100
    DESTINATION IMAGINATION
    30 WILSONDALE STREET
    DOVER,MA02030     		NONE EXEMPT COMMUNITY 200
    DICKINSON COUNTY FRIENDS OF THE TRAIL
    PO BOX 304
    OKOBOJI,IA51355     		NONE EXEMPT COMMUNITY 1,250
    DORSET CONGREGATIONAL CHURCH
    200 MAPLE HILL LN
    DORSET,VT05251     		NONE EXEMPT RELIGIOUS 500
    DORSET LIBRARY
    PO BOX 38 ROUTE 30
    DORSET,VT05251     		NONE EXEMPT COMMUNITY 100
    DORSET PLAYERS INC
    173 CHENEY RD
    DORSET,VT05251     		NONE EXEMPT COMMUNITY 400
    EKWANOK SCHOLARSHIP TRUST
    PO BOX 467
    MANCHESTER,VT05254     		    EDUCATION 250
    FIRST PRESBYTERIAN CHURCH
    3421 NORTH HAYDEN ROAD
    SCOTTSDALE,AZ85251     		NONE EXEMPT RELIGIOUS 5,000
    FRIENDS OF SHERBORN LIBRARY
    4 SANGER STREET
    SHERBORN,MA01770     		NONE EXEMPT COMMUNITY 1,000
    HABITAT FOR HUMANITY
    115 E WATKINS
    PHOENIX,AZ85004     		NONE EXEMPT COMMUNITY 250
    HAMILTON ATHLETICS
    198 COLLEGE HILL RD
    CLINTON,NY13323     		NONE EXEMPT COMMUNITY 100
    HARVARD BUSINESS SCHOOL
    SOLDIERS FIELD
    BOSTON,MA02163     		NONE EXEMPT EDUCATION 250
    HORMEL FOUNDATION
    329 NORTH MAIN STREET SUITE 102L
    AUSTIN,MN559123478     		NONE EXEMPT HEALTH 20,000
    HORMEL INSTITUTE-UNIVERSITY OF MN
    801 16TH AVE NE
    AUSTIN,MN55912     		NONE EXEMPT COMMUNITY 250
    LEUKEMIA AND LYMPHOMA FOUNDATION
    1311 MAMARONECK AVENUE SUITE 310
    WHITE PLAINS,NY10605     		NONE EXEMPT SCIENCE 250
    MANCHESTER RESCUE SQUAD
    PO BOX 198
    CHESTERFIELD,VA23832     		NONE EXEMPT COMMUNITY 100
    MAYO CLINIC
    200 FIRST ST SW
    ROCHESTER,MN55905     		NONE EXEMPT SCIENCE 25,000
    MUSCULAR DYSTROPHY ASSOCIATION
    3300 E SUNRISE DRIVE
    TUCSON,AZ85718     		NONE EXEMPT SCIENCE 250
    MUSICAL INSTRUMENT MUSEUM
    4725 E MAYO BLVD
    PHOENIX,AZ85050     		NONE EXEMPT EDUCATION 250
    NAMI(NATIONAL ALLIANCE ON MENTAL ILLNESS)
    11718 PARKLAWN DRIVE
    ROCKVILLE,MD20852     		NONE EXEMPT COMMUNITY 500
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    PO BOX 4527
    NEW YORK,NY10163     		NONE EXEMPT HEALTH 250
    OKOBOJI FOUNDATION
    PO BOX 593
    OKOBOJI,IA51355     		NONE EXEMPT COMMUNITY 100
    ONE FUND BOSTON
    BOX 990009
    BOSTON,MA02199     		NONE EXEMPT COMMUNITY 500
    OPPORTUNITY INTERNATIONAL
    2122 YORK RD 340
    OAK BROOK,IL60523     		NONE EXEMPT COMMUNITY 25,000
    POTACH FOUNDATION
    2217 17TH ST SE
    AUSTIN,MN55912     		NONE EXEMPT MEDICAL 5,900
    ROCHESTER DANCE CO
    2625 HWY 14 WEST
    ROCHESTER,MN55901     		NONE EXEMPT CULTURAL 1,000
    RONALD MCDONALD HOUSE
    ONE KROC DRIVE
    OAK BROOK,IL60523     		NONE EXEMPT COMMUNITY 100
    SALVATION ARMY
    615 SLATERS LANE
    ALEXANDRIA,VA22313     		NONE EXEMPT COMMUNITY 500
    SHEPHERD OF THE HILLS UCCC
    5524 E LAFAYETTE BLVD
    PHOENIX,AZ85018     		NONE EXEMPT RELIGIOUS 17,100
    ST MARY'S CATHOLIC CHURCH
    1005 HILL AVE
    SPIRIT LAKE,IA51360     		NONE EXEMPT RELIGIOUS 200
    TRUSTEES OF HAMILTON COLLEGE
    198 COLLEGE HILL RD
    CLINTON,NY13323     		NONE EXEMPT EDUCATION 140,000
    UNITED PHOENIX FIRE FIGHTERS ASSOC
    61 E COLUMBUS AVE
    PHOENIX,AZ850122333     		NONE EXEMPT COMMUNITY 500
    UNITED WAY OF MOWER COUNTY
    301 NORTH MAIN ST
    AUSTIN,MN55912     		NONE EXEMPT COMMUNITY 2,000
    UNITED WAY-VALLEY OF THE SUN
    1515 EAST OSBORN ROAD
    PHOENIX,AZ85014     		NONE EXEMPT COMMUNITY 500
    USSGA MEMORIAL FUND
    88 FIELD POINT RD
    GREENWICH,CT06830     		NONE EXEMPT COMMUNITY 100
    WELLESLEY COLLEGE
    106 CENTRAL ST
    WELLESLEY,MA02481     		NONE EXEMPT EDUCATION 177,500
    WORLD LEARNING
    1 KIPLING ROAD PO BOX 676
    BRATTLEVORO,VT053020676     		NONE EXEMPT COMMUNITY 100
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256     		NONE EXEMPT MILITARY 100
    YALE DIVINITY COLLEGE
    409 PROSPECT ST
    NEW HAVEN,CT06511     		NONE EXEMPT RELIGIOUS 1,000
    Total .................................bullet 3a 429,350
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 23,004  
    4 Dividends and interest from securities....     18 74,506  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 177,821  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 275,331 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13275,331
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    JW JOHNSON FAMILY CHARITABLE TRUST
     
    Employer identification number

    20-7203295
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    JW JOHNSON FAMILY CHARITABLE TRUST
          		Employer identification number

    20-7203295
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    JOEL ELIZABETH JOHNSON  
    10813 E WINDGATE PASS DRIVE
     
    SCOTTSDALE, AZ85255

    		$417,761


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    JOEL ELIZABETH JOHNSON  
    10813 E WINDGATE PASS DRIVE
     
    SCOTTSDALE, AZ85255

    		$88,769


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    JW JOHNSON FAMILY CHARITABLE TRUST
          		Employer identification number

    20-7203295
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 50,000 SHARES DELTA AIR LINES INC $1,389,250 2013-12-26
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 20,000 SHARES FAMOUS DAVE'S OF AMERICA $384,200 2013-12-26
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    JW JOHNSON FAMILY CHARITABLE TRUST
          		Employer identification number

    20-7203295
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    JW JOHNSON FAMILY CHARITABLE TRUST
    EIN: 20-7203295
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEE 4,800 2,400   2,400

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    JW JOHNSON FAMILY CHARITABLE TRUST
    EIN: 20-7203295
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ASTRAZENECA PLC 13,418 17,455
    BP AMOCO PLC 15,900 14,875
    CANON INC ADR 18,817 16,768
    CITIGROUP 12,873 24,023
    COCA-COLA CO 6,291 12,228
    CONOCOPHILLIPS 8,213 15,957
    DUPONT EI DE NEMOURS 10,042 13,319
    EMERSON ELECTRIC CO 11,883 20,773
    ENI S P A 16,120 17,699
    ENCANA CORP 18,948 17,527
    EXXON MOBIL CORP COM 7,521 11,031
    FEDERATED INVESTORS 12,743 15,120
    FOOT LOCKER INC. 2,656 10,774
    FREEPORT-MCMORAN COPPER & GOLD, INC 19,530 23,437
    GLAXO SMITHKLINE PLC ADR 8,055 9,664
    HARSCO CORP 15,623 19,425
    HEWLETT-PACKARD CO 7,167 11,108
    INTEL CORP 15,326 24,060
    JPMORGAN CHASE & CO 15,209 19,591
    JOHNSON & JOHNSON 6,185 9,617
    KEY CORP 15,788 24,384
    KIMBERLY-CLARK CORP 5,925 10,446
    LOCKHEED MARTIN CORP COM 14,713 23,488
    MICROSOFT CORPORATION 13,813 18,518
    MOBILE TELESYSTEMS-SP ADR 12,238 13,822
    PHILIP MORRIS INTERNATIONAL 13,562 17,252
    RAYTHEON CO 14,672 26,757
    SANOFI-ADR 6,155 10,672
    SEIMENS AG SPONSORED ADR 12,652 15,652
    SUN LIFE FINANCIAL 13,728 17,170
    TAIWAN SEMICONDUCTOR ADR 9,527 13,499
    TELECOM ITALIA 17,304 21,932
    3 M COMPANY 9,802 21,318
    TOTAL SA-SPON ADR 17,174 20,035
    UPM KYMMENE CORP 11,600 17,513
    WELLS FARGO & COMPANY 5,477 8,490

    TY 2013 InvestmentsOtherSchedule2
    Name:
    JW JOHNSON FAMILY CHARITABLE TRUST
    EIN: 20-7203295
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BUFFALO MID CAP FUND AT COST 49,568 54,747
    BUFFALO SMALL CAP FUND #1444 AT COST 38,281 50,663
    CAUSEWAY INTERNATL VALUE FUND INST #1271 AT COST 32,902 26,405
    CHAMPLAIN SMALL CO FD-ADV AT COST 59,615 71,989
    DELTA AIRLINES INC AT COST 417,761 1,373,500
    DODGE & COX STOCK FUND #145 AT COST 185,273 198,671
    ECOLAB INC AT COST 1,590,541 4,206,773
    FMI COMMON STOCK FUND AT COST 47,367 56,240
    FPA NEW INCOME INC FUND AT COST 76,540 75,471
    FAMOUNS DAVE'S OF AMERICA AT COST 88,769 366,000
    GOLDMAN SACHS FS TIF US TREASURY INSTL #506 AT COST 42,954 42,954
    HARBOR MID CAP VALUE FUND #023 AT COST 51,906 80,950
    HARDING LOEVNER EMERG MKTS AT COST 112,160 116,093
    JENSEN PORTFOLIO CL I AT COST 20,080 28,471
    MANNING & NAPIER WORLD OPPORTUNITIES FUND AT COST 20,780 22,037
    MATTHEWS PACIFIC TIGER FUND # 802 AT COST 34,120 36,543
    MARSICO FOCUS FUND #40 AT COST 169,034 176,083
    OAKMARK INTERNATIONAL FUND (HARRIS) #109 AT COST 75,040 100,458
    ISHARES MSCI EMERGING MARKET AT COST 74,099 70,048
    ISHARES MSCI EAFE INDEX FUND AT COST 74,170 84,741
    ISHARES TRUST RUSSELL 2000 AT COST 59,932 74,060
    PIMCO HIGH YIELD INST # 108 AT COST 99,392 103,318
    PIMCO UNCONSTRAINED BOND CL D AT COST 76,540 75,345
    ROYCE PREMIER FUND AT COST 87,200 98,057
    RS GLOBAL NATURAL RESOURCE # 1474 AT COST 137,339 132,804
    RS VALUE FUND - A AT COST 151,427 187,829
    SCOUT UNCONSTRAINED BOND-Y AT COST 17,040 17,174
    T ROWE PRICE INTERNATIONAL BOND # 76 AT COST 104,240 101,237
    T ROWE PRICE MID-CAP GROWTH #64 AT COST 91,215 118,473
    T ROWE PRICE EMERGING MARKETS STOCK FUND # 111 AT COST 85,620 89,532
    T ROWE PRICE EMERGING MARKETS STOCK FUND # 110 AT COST 35,232 32,780
    T ROWE PRICE INSTITUTIONAL FLOATING RATE AT COST 170,320 174,366
    THORNBURG THORNBURG INTL VALUE CL A AT COST 60,040 66,317
    TWEEDY BROWNE GLOBAL VALUE FUND #1 AT COST 64,040 69,680
    USAA PRECIOUS METALS AND MINERALS FUND AT COST 18,800 7,095
    VANGUARD ENERGY FUND INVESTOR SHS #51 AT COST 21,580 199,602

    TY 2013 OtherLiabilitiesSchedule
    Name:
    JW JOHNSON FAMILY CHARITABLE TRUST
    EIN: 20-7203295
    Description Beginning of Year - Book Value End of Year - Book Value
    DEPOSITS IN TRANSIT 35,300 950


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    JW JOHNSON FAMILY CHARITABLE TRUST
    EIN: 20-7203295
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGT FEES 19,479 19,479   0


    TY 2013 TaxesSchedule
    Name:
    JW JOHNSON FAMILY CHARITABLE TRUST
    EIN: 20-7203295
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 955 955   0