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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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$9,775,672
J 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)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 20,343 20,343  
4 Dividends and interest from securities...... 124,262 124,262  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,552,156
b Gross sales price for all assets on line 6a 2,791,655
7 Capital gain net income (from Part IV, line 2)... 1,552,156
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........ 1,696,761 1,696,761  
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)....... 4,995 2,497   2,498
c Other professional fees (attach schedule).... 7,712 7,712   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,603 2,302   2,301
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,310 12,511   4,799
25 Contributions, gifts, grants paid........ 481,098 481,098
26 Total expenses and disbursements. Add lines 24 and 25 498,408 12,511   485,897
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,198,353
b Net investment income (if negative, enter -0-) 1,684,250
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 233,250 492,904 492,904
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet745
Less: allowance for doubtful accounts bullet   1,053 745 745
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)........ 2,443,950 Click to see attachment2,041,927 5,167,952
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)........... 2,533,617 Click to see attachment3,925,197 4,114,071
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) 5,211,870 6,460,773 9,775,672
Liabilities 17 Accounts payable and accrued expenses..........    
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 attachment950 Click to see attachment51,500
23 Total liabilities (add lines 17 through 22).......... 950 51,500
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 5,210,920 6,409,273
30 Total net assets or fund balances (see instructions)...... 5,210,920 6,409,273
31 Total liabilities and net assets/fund balances (see instructions).. 5,211,870 6,460,773
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 5,210,920
2 Enter amount from Part I, line 27a..................... 2 1,198,353
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 6,409,273
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 6,409,273
Form 990-PF (2014)
Form 990-PF (2014)
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-PUBLICLY TRADED SECURITIES SHORT TERM P    
b AMG 1274-PUBLICLY TRADED SECURITIES LONG TERM P    
c AMG 6510-PUBLICLY TRADED SECURITIES SHORT TERM P    
d AMG 6510-PUBLICLY TRADED SECURITIES LONG TERM P    
e 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 228,964   222,080 6,884
b 2,280,662   946,308 1,334,354
c 34,665   23,249 11,416
d 97,656   47,862 49,794
e 149,708     149,708
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       6,884
b       1,334,354
c       11,416
d       49,794
e       149,708
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 1,552,156
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 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))
2013 431,750 7,164,630 0.060261
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
2 Total of line 1, column (d) ...................... 2 0.702587
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 0.140517
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 10,162,837
5 Multiply line 4 by line 3....................... 5 1,428,051
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 16,843
7 Add lines 5 and 6......................... 7 1,444,894
8 Enter qualifying distributions from Part XII, line 4.............. 8 485,897
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 (2014)
Form 990-PF (2014)
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 33,685
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 33,685
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 33,685
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 33,753
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 33,753
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 68
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet68 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 atbullet6295 GREENWOOD PLAZA BLVDGREENWOOD VILLAGECO ZIP+4bullet801114908
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    4 SNOW STREET
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    9,734,954
    b
    Average of monthly cash balances.......................
    1b
    582,647
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,317,601
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    10,317,601
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    154,764
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,162,837
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    508,142
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    508,142
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    33,685
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    33,685
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    474,457
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    474,457
    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
    474,457
    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
    485,897
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    485,897
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    485,897
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 474,457
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 7,107
    b From 2010....... 3,637
    c From 2011....... 1,958,754
    d From 2012.......  
    e From 2013....... 78,568
    fTotal of lines 3a through e......... 2,048,066
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 485,897
    a Applied to 2013, 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 2014 distributable amount..... 474,457
    e Remaining amount distributed out of corpus 11,440
    5 Excess distributions carryover applied to 2014. 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 2,059,506
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    7,107
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    2,052,399
    10 Analysis of line 9:
    a Excess from 2010.... 3,637
    b Excess from 2011.... 1,958,754
    c Excess from 2012....  
    d Excess from 2013.... 78,568
    e Excess from 2014.... 11,440
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 or email address 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 (2014)
    Form 990-PF (2014)
    Page 11
    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 CANCER SOCIETY
    333 WILSHIRE BOULEVARD
    LOS ANGELES,CA90010
    NONE EXEMPT SCIENCE 50
    AMERICAN RED CROSS
    6135 N BLCK CANYON HWY
    PHOENIX,AZ85015
    NONE EXEMPT SCIENCE 1,000
    ARIZONA CANCER FOUNDATION FRO CHILDREN
    10115 E BELL ROAD SUITE 107-278
    SCOTTSDATE,AZ85260
    NONE EXEMPT MEDICAL 1,000
    ARIZONA DISABLED SPORTS
    59 E BROADWAY RD
    MESA,AZ85210
    NONE EXEMPT COMMUNITY 5,000
    ARIZONA TRANSPLANT HOUSE
    5811 EAST MAYO BLVD
    PHOENIX,AZ85054
    NONE EXEMPT MEDICAL 5,000
    CAMP FOSTER YMCA
    1769 260TH AVE
    SPIRIT LAKE,IA51360
    NONE EXEMPT COMMUNITY 500
    CHERISH CENTER
    1004 22ND STREET
    MILFORD,IA51351
    NONE EXEMPT COMMUNITY 1,000
    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 2,000
    DORSET LIBRARY
    PO BOX 38 ROUTE 30
    DORSET,VT05251
    NONE EXEMPT COMMUNITY 250
    DORSET PLAYERS INC
    173 CHENEY RD
    DORSET,VT05251
    NONE EXEMPT COMMUNITY 1,000
    DOVER SHERBORN MIDDLE SCHOOL MUSIC
    157 FARM STREET
    DOVER,MA020300400
    NONE EXEMPT EDUCATION 500
    EKWANOK SCHOLARSHIP TRUST
    PO BOX 467
    MANCHESTER,VT05254
    NONE EXEMPT EDUCATION 125
    FRIENDS OF JC HORMEL NATURE CENTER
    1304 21ST STREET NE
    AUSTIN,MN55912
    NONE EXEMPT COMMUNITY 100
    FRIENDS OF SHERBORN LIBRARY
    4 SANGER STREET
    SHERBORN,MA01770
    NONE EXEMPT COMMUNITY 250
    HABITAT FOR HUMANITY
    115 E WATKINS
    PHOENIX,AZ85004
    NONE EXEMPT COMMUNITY 1,000
    HARVARD BUSINESS SCHOOL
    SOLDIERS FIELD
    BOSTON,MA02163
    NONE EXEMPT EDUCATION 500
    HORMEL FOUNDATION
    329 NORTH MAIN STREET SUITE 102L
    AUSTIN,MN559123478
    NONE EXEMPT HEALTH 20,000
    HUNTER PARK ANNUAL FUND
    PO BOX 835
    MANCHESTER CENTER,VT05255
    NONE EXEMPT COMMUNITY 100
    KJZZ
    2323 WEST 14TH STREET
    TEMPE,AZ85281
    NONE EXEMPT COMMUNITY 100
    LEUKEMIA AND LYMPHOMA FOUNDATION
    1311 MAMARONECK AVENUE SUITE 310
    WHITE PLAINS,NY10605
    NONE EXEMPT SCIENCE 1,000
    MANCHESTER RESCUE SQUAD
    PO BOX 198
    CHESTERFIELD,VA23832
    NONE EXEMPT COMMUNITY 100
    MARCH OF DIMES
    1275 MAMARONECK AVENUE
    WHITE PLAINS,NY10605
    NONE EXEMPT SCIENCE 100
    MAYO CLINIC
    200 FIRST ST SW
    ROCHESTER,MN55905
    NONE EXEMPT SCIENCE 50,000
    MUSICAL INSTRUMENT MUSEUM
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    NONE EXEMPT EDUCATION 1,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    PO BOX 4527
    NEW YORK,NY10163
    NONE EXEMPT HEALTH 500
    OKOBOJI FOUNDATION
    PO BOX 593
    OKOBOJI,IA51355
    NONE EXEMPT COMMUNITY 5,000
    OPPORTUNITY INTERNATIONAL
    2122 YORK RD 340
    OAK BROOK,IL60523
    NONE EXEMPT COMMUNITY 25,000
    PACELLI CATHOLIC SCHOOLS
    311 4TH ST NW
    AUSTIN,MN55912
    NONE EXEMPT EDUCATION 500
    POTACH FOUNDATION
    2217 17TH ST SE
    AUSTIN,MN55912
    NONE EXEMPT MEDICAL 8,200
    RONALD MCDONALD HOUSE
    ONE KROC DRIVE
    OAK BROOK,IL60523
    NONE EXEMPT COMMUNITY 1,000
    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 24,200
    SHERBORN PLAYGROUND COMMITTEE
    PO BOX 818
    SHERBORN,MA01770
    NONE EXEMPT COMMUNITY 500
    THE PARK FOUNDATION
    140 SENECA WAY SUITE 100
    ITHACA,NY14850
    NONE EXEMPT COMMUNITY 5,000
    TRUSTEES OF HAMILTON COLLEGE
    198 COLLEGE HILL RD
    CLINTON,NY13323
    NONE EXEMPT EDUCATION 55,250
    UNITED WAY OF MOWER COUNTY
    301 NORTH MAIN ST
    AUSTIN,MN55912
    NONE EXEMPT COMMUNITY 5,000
    UNITED WAY-VALLEY OF THE SUN
    1515 EAST OSBORN ROAD
    PHOENIX,AZ85014
    NONE EXEMPT COMMUNITY 1,000
    USSGA MEMORIAL FUND
    88 FIELD POINT RD
    GREENWICH,CT06830
    NONE EXEMPT COMMUNITY 500
    WELLESLEY COLLEGE
    106 CENTRAL ST
    WELLESLEY,MA02481
    NONE EXEMPT EDUCATION 252,673
    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 1,000
    YALE DIVINITY COLLEGE
    409 PROSPECT ST
    NEW HAVEN,CT06511
    NONE EXEMPT RELIGIOUS 2,000
    YMCA OF MOHAWK VALLEY
    100 CORNELIA STREET
    UTICA,NY13502
    NONE EXEMPT COMMUNITY 250
    Total .................................bullet 3a 481,098
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 20,343  
    4 Dividends and interest from securities....     18 124,262  
    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 1,552,156  
    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 1,696,761 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,696,761
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 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 4,995 2,497   2,498

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    JW JOHNSON FAMILY CHARITABLE TRUST
    EIN: 20-7203295
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ECOLAB INC 1,590,541 4,216,859
    FAMOUS DAVE'S OF AMERICA 88,769 525,400
    ASTRAZENECA PLC 13,418 20,691
    BP AMOCO PLC 15,900 11,665
    CANON INC ADR 18,817 16,590
    CITIGROUP 12,874 24,945
    CISCO SYSTEMS 18,671 23,615
    COCA-COLA CO 6,291 12,497
    EMERSON ELECTRIC CO 11,883 18,272
    ENI S P A 16,121 12,742
    ENCANA CORP 18,948 13,468
    EXXON MOBIL CORP COM 7,521 10,077
    FEDERATED INVESTORS 12,743 17,288
    FOMENTO ECONOMICO MEX 18,460 19,191
    FREEPORT-MCMORAN COPPER & GOLD, INC 22,823 17,240
    GLAXO SMITHKLINE PLC ADR 12,724 12,010
    HALYARD HEALTH INC 236 546
    HARSCO CORP 20,478 17,681
    HEWLETT-PACKARD CO 7,167 15,932
    JOHNSON & JOHNSON 6,185 10,980
    KEY CORP 12,287 19,724
    KIMBERLY-CLARK CORP 5,679 11,554
    MICROSOFT CORPORATION 13,813 22,993
    MOBILE TELESYSTEMS-SP ADR 12,238 4,588
    PHILIP MORRIS INTERNATIONAL 19,934 22,317
    3 M COMPANY 9,802 24,977
    UPM KYMMENE CORP 16,327 22,348
    WELLS FARGO & COMPANY 5,477 10,251
    TRANSOCEAN LTD 25,800 11,511

    TY 2014 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
    BLACKROCK STRATEGIC INCOME OPPORTUNITIES AT COST 209,923 206,012
    BUFFALO MID CAP FUND AT COST 78,608 76,689
    BUFFALO SMALL CAP FUND #1444 AT COST 38,281 42,912
    CAUSEWAY INTERNATL VALUE FUND INST #1271 AT COST 285,982 259,449
    CHAMPLAIN SMALL CO FD-ADV AT COST 59,615 70,533
    DIAMOND HILL LARGE CAP FD AT COST 200,040 211,256
    DODGE & COX STOCK FUND #145 AT COST 114,681 131,764
    ETFS PLATINUM TRUST AT COST 54,977 53,843
    ETFS PALLADIUM TRUST AT COST 27,927 29,446
    EPA NEW INCOME INC FUND AT COST 248,620 243,092
    FMI COMMON STOCK FUND AT COST 47,367 53,316
    GOLDMAN SACHS FS TIF US TREASURY INSTL #506 AT COST 42,954 42,954
    HARBOR MID CAP VALUE FUND #023 AT COST 51,906 90,976
    HARDING LOEVNER EMERG MKTS AT COST 112,160 108,595
    JENSEN PORTFOLIO CL I AT COST 145,120 163,068
    MANNING & NAPIER WORLD OPPORTUNITIES FUND AT COST 20,780 17,848
    MARSICO FOCUS FUND #40 AT COST 112,530 114,468
    OAKMARK INTERNATIONAL FUND (HARRIS) #109 AT COST 258,120 255,320
    ISHARES MSCI EMERGING MARKET AT COST 74,099 65,850
    ISHARES MSCI EAFE INDEX FUND AT COST 134,669 132,814
    ISHARES TRUST RUSSELL 2000 AT COST 59,932 76,796
    ISHARES SILVER TRUST AT COST 27,969 25,903
    PIMCO LOW DURATION FUND CL D AT COST 47,080 45,498
    ROYCE PREMIER FUND AT COST 87,200 87,457
    SPDR GOLD TRUST AT COST 73,504 72,691
    RS GLOBAL NATURAL RESOURCE # 1474 AT COST 236,379 162,275
    RS VALUE FUND - A AT COST 151,427 178,535
    SCOUT UNCONSTRAINED BOND-Y AT COST 56,120 53,697
    T ROWE PRICE INTERNATIONAL BOND # 76 AT COST 68,756 63,177
    T ROWE PRICE MID-CAP GROWTH #64 AT COST 120,256 151,596
    T ROWE PRICE INSTITUTIONAL FLOATING RATE AT COST 135,256 135,841
    THORNBURG THORNBURG INTL VALUE CL A AT COST 90,080 84,167
    TWEEDY BROWNE GLOBAL VALUE FUND #1 AT COST 203,080 205,736
    USAA PRECIOUS METALS AND MINERALS FUND AT COST 18,800 6,420
    VANGUARD ENERGY FUND INVESTOR SHS #51 AT COST 71,620 198,994
    ING GROUP NV SPONSORED ADR AT COST 21,673 19,896
    INTEL CORP AT COST 15,326 33,641
    INTESA SANPAOLO ADR AT COST 19,867 19,959
    JPMORGAN CHASE & CO AT COST 15,209 20,964
    SANOFI-ADR AT COST 6,155 9,078
    SEIMENS AG SPONSORED ADR AT COST 21,834 21,214
    SUN LIFE FINANCIAL AT COST 13,728 17,525
    TAIWAN SEMICONDUCTOR ADR AT COST 9,527 17,322
    TOTAL SA-SPON ADR AT COST 17,174 16,742
    UNILEVER PLC ADR AT COST 18,886 18,742

    TY 2014 OtherExpensesSchedule
    Name:
    JW JOHNSON FAMILY CHARITABLE TRUST
    EIN: 20-7203295
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOUNDATION EXPENSE 4,603 2,302   2,301


    TY 2014 OtherLiabilitiesSchedule
    Name:
    JW JOHNSON FAMILY CHARITABLE TRUST
    EIN: 20-7203295
    Description Beginning of Year - Book Value End of Year - Book Value
    DEPOSITS IN TRANSIT 950 51,500


    TY 2014 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 7,712 7,712   0