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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE THOMAS PHILLIPS AND JANE
MOORE JOHNSON FOUNDATION
% DYLAN HOOS
Number and street (or P.O. box number if mail is not delivered to street address)220 E COLORADO AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TELLURIDE, CO81435
A Employer identification number

25-6357015
B Telephone number (see instructions)

(212) 343-1002
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$110,303,789J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 92,499 92,499  
4 Dividends and interest from securities... 807,374 807,374  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,655,288
b Gross sales price for all assets on line 6a 40,410,300
7 Capital gain net income (from Part IV, line 2)... 5,655,288
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)....... Click to see attachment 4,200,163 4,126,390  
12 Total. Add lines 1 through 11........ 10,755,324 10,681,551  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 284,250 14,213   270,037
14 Other employee salaries and wages...... 181,200 9,060   172,140
15 Pension plans, employee benefits....... 57,892 2,895   54,997
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 99,625 9,963 0 89,662
c Other professional fees (attach schedule).... Click to see attachment 72,000     72,000
17 Interest............... 16,723 16,723    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 108,198 108,198    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 32,158     32,158
21 Travel, conferences, and meetings....... 20,903     20,903
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 687,513 655,957   31,556
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,560,462 817,009 0 743,453
25 Contributions, gifts, grants paid....... 3,708,046 3,708,046
26 Total expenses and disbursements. Add lines 24 and 25 5,268,508 817,009 0 4,451,499
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,486,816
b Net investment income (if negative, enter -0-) 9,864,542
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 1,172,373 1,628,495 1,628,495
2 Savings and temporary cash investments......... 1,931,733 3,055,582 3,055,582
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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) 3,214,036 7,544,773 6,181,086
b Investments—corporate stock (attach schedule)....... 21,131,791 Click to see attachment13,509,560 21,777,398
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).......... 30,657,980 Click to see attachment37,833,624 77,653,472
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment7,756 Click to see attachment7,756 Click to see attachment7,756
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 58,115,669 63,579,790 110,303,789
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 58,115,669 63,579,790
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 58,115,669 63,579,790
30 Total liabilities and net assets/fund balances (see instructions). 58,115,669 63,579,790
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
58,115,669
2
Enter amount from Part I, line 27a .....................
2
5,486,816
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
63,602,485
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
22,695
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
63,579,790
Form 990-PF (2021)
Form 990-PF (2021)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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 5,655,288
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3 137,117
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 137,117
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 102,547
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 150,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 252,547
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 10 115,430
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet115,430 RefundedBullet 11  
Part VI-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 the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO, NY, PA, VT
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.JFFND.ORG
    14
    The books are in care ofbulletDYLAN HOOS Telephone no.bullet (212) 343-1002

    Located atbullet220 E COLORADO AVETELLURIDECO ZIP+4bullet81435
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    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
    JAMES M JOHNSON CHAIRMAN - as needed
    0     		0 0 0
    220 E COLORADO AVE
    TELLURIDE,CO81435
    JESSE D JOHNSON TREASURER - as needed
    0     		0 0 0
    220 E COLORADO AVE
    TELLURIDE,CO81435
    ASA J JOHNSON SECRETARY - as needed
    0     		0 0 0
    220 E COLORADO AVE
    TELLURIDE,CO81435
    RICHARD BURNS INTERIM EXECUTIVE DIRECTOR
    0     		284,250 0 0
    220 E COLORADO AVE
    TELLURIDE,CO81435
    THOMAS P JOHNSON JR PRESIDENT - AS NEEDED
    0     		0 0 0
    220 E COLORADO AVE
    TELLURIDE,CO81435
    PAUL L HOKEYMEYER TRUSTEE - AS NEEDED
    0     		0 0 0
    220 E COLORADO AVE
    TELLURIDE,CO81435
    INA J SMITH TRUSTEE - AS NEEDED
    0     		0 0 0
    220 E COLORADO AVE
    TELLURIDE,CO81435
    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
    DYLAN HOOSClick to see attachment CHIEF OPER OFFICER
    0     		110,600 18,190 0
    220 E COLORADO
    TELLURIDE,CO81435
    JAMISON LERNERClick to see attachment PROGRAM OFFICER
    0     		70,600 15,638 0
    220 E COLORADO
    TELLURIDE,CO81435
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    SHADE TREE ADVISORS LLC ACCOUNTING 67,699
    268 BROADWAY SUITE 101
    SARATOGA SPRINGS,NY12866
    SUMMIT ROCK ADVISORS INVESTMENT ADVICE 194,820
    9W 57TH ST 1200
    NEW YORK,NY10019
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-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  
    2  
    3  
    4  
    Part VIII-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 NONE  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    37,425,985
    b
    Average of monthly cash balances.......................
    1b
    3,998,338
    c
    Fair market value of all other assets (see instructions)................
    1c
    64,757,998
    d
    Total (add lines 1a, b, and c).........................
    1d
    106,182,321
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    106,182,321
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,592,735
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    104,589,586
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,229,479
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    5,229,479
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    137,117
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    11,595
    c
    Add lines 2a and 2b............................
    2c
    148,712
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,080,767
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    5,080,767
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    5,080,767
    Part XI
    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 VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 5,080,767
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 4,283,487
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,451,499
    a Applied to 2020, but not more than line 2a 4,283,487
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 168,012
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		4,912,755
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation 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).)
    THOMAS PHILLIPS JOHNSON AND JANE MO
    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.
    NA
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    1 For The Planet
    47 Maple Street Suite 103
    Burlington,VT05401     		None PC General Charitable 10,000
    Ah Haa School for the Arts
    PO Box 1590 300 S Townsend St
    Telluride,CO81435     		None PC General Charitable 10,000
    American Civil Liberties Union Foundation
    125 Broad St 18th Floor
    New York,NY10004     		None PC General Charitable 30,000
    Bethany College
    31 E Campus Dr 3
    Bethany,WV26032     		None PC General Charitable 111,900
    Blue Engine
    75 Broad St RM 2900
    New York,NY10004     		None PC General Charitable 30,000
    Center for American Progress
    1333 H Street NW 10th Floor
    Washington,DC20005     		None PC General Charitable 30,000
    Centerlink
    PO Box 24490
    Fort Lauderdale,FL33307     		None PC General Charitable 200,000
    Common Cause
    1133 19th Street
    Washington,DC20036     		None PC General Charitable 25,000
    Conservation Colorado
    1536 Wynkoop Street Suite 510
    Denver,CO80202     		None PC General Charitable 25,000
    Defend H2O
    PO Box 2557
    Sag Harbor,NY11963     		None PC General Charitable 15,000
    Democracy Initiative Education Fund
    805 15th Street NW
    Washington,DC20005     		None PC General Charitable 25,000
    Freedom for All Americans Education Fund
    1629 K St NW Suite 300
    Washington,DC20006     		None PC General Charitable 30,000
    Fund for the City of New York
    121 Sixth Avenue 6th Fl
    New York,NY10013     		None PC General Charitable 5,000
    Funders for Lesbian & Gay Issues
    104 West 29th Street 4th Floor
    New York,NY10001     		None PC General Charitable 25,000
    Girls Educational and Mentoring Services
    201 W 148th Street Ground Floor
    New York,NY10039     		None PC General Charitable 35,000
    GLSEN Inc
    110 William St 30th Fl
    New York,NY10038     		None PC General Charitable 50,000
    Heights Hill Mental Health Service
    25 Flatbush Ave Third Floor
    Brooklyn,NY11217     		None PC General Charitable 5,000
    Lambda Legal Defense and Education Fund
    120 Wall St 19th Floor
    New York,NY10005     		None PC General Charitable 25,000
    LongHouse Reserve
    133 Hands Creek Rd
    East Hampton,NY11937     		None PC General Charitable 25,000
    Movement Advancement Project Inc
    3020 Carbon Pl Ste 202
    Boulder,CO80301     		None PC General Charitable 50,000
    National Center for Lesbian Rights
    870 Market St Ste 370
    San Francisco,CA94102     		None PC General Charitable 25,000
    Natural Resources Defense Council (NRDC)
    40 West 20th Street
    New York,NY10011     		None PC General Charitable 20,000
    New Venture Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC20036     		None PC General Charitable 90,000
    North Star Fund Inc
    520 8th Avenue Suite 1800
    New York,NY10018     		None PC General Charitable 75,500
    One Colorado Education Fund
    1490 N Lafayette St Ste 304
    Denver,CO80218     		None PC General Charitable 25,000
    Pinhead Institute
    PO Box 2905
    Telluride,CO81435     		None PC General Charitable 25,000
    Planned Parenthood Northern New England
    784 Hercule Dr Suite 110
    Colchester,VT05446     		None PC General Charitable 40,000
    Preservation Trust of Vermont
    104 Church Street
    Burlington,VT05401     		None PC General Charitable 45,000
    Proteus Fund
    15 Research Drive Suite B
    Amherst,MA01002     		None PC General Charitable 100,000
    Public Citizen Foundation
    1600 20th St NW
    Washington,DC20009     		None PC General Charitable 50,000
    Rachels Network Inc
    1200 18th Street NW Suite 310
    Washington,DC20036     		None PC General Charitable 7,000
    Regents of the University of California
    1111 Frankline Street
    Oakland,CA94607     		None PC General Charitable 40,000
    Research Found of the City-Univ of NY
    PO Box 75000
    Detroit,MI48275     		None PC General Charitable 25,000
    San Miguel Resource Center
    PO Box 3243
    Telluride,CO81435     		None PC General Charitable 25,000
    Telluride Academy
    PO Box 2255
    Telluride,CO81435     		None PC General Charitable 1,000
    Telluride Foundation
    PO Box 4222 220 E Colorado Ave S
    Telluride,CO81435     		None PC General Charitable 500,000
    Telluride Mountain School Inc
    200 San Miguel River Dr
    Telluride,CO81435     		None PC General Charitable 76,100
    The Franklin & Eleanor Roosevelt Institute
    570 Lexington Avenue 5th Floor
    New York,NY10022     		None PC General Charitable 15,000
    The Retreat Inc
    13 Goodfriend Dr
    East Hampton,NY11937     		None PC General Charitable 25,000
    True Colors Fund
    311 W 43rd St 12th Fl
    New York,NY10036     		None PC General Charitable 20,000
    Trustees of Columbia Univ of NYC
    622 West 113th Street Mail Code 452
    New York,NY10025     		None PC General Charitable 5,000
    Vermont Community Foundation
    3 Court Street
    Middlebury,VT05753     		None PC General Charitable 585,000
    CENTER FOR RURAL AFFAIRS
    PO BOX 136
    LYONS,NE68038     		None PC General charitable 25,000
    Bottom Line Inc
    50 Milk Street 16th Floor
    Boston,MA02109     		None PC General charitable 10,000
    Breakthrough New York Inc
    123 William Street 4th Floor
    New York,NY10038     		NONE PC GENERAL CHARITABLE 10,000
    CFES BRILLIANT PATHWAYS
    PO BOX 247
    ESSEX,NY12936     		NONE PC GENERAL CHARITABLE 25,000
    CORNELL UNIVERSITY
    377 PINE TREE ROAD
    ITHACA,NY14850     		NONE PC GENERAL CHARITABLE 10,000
    DEMOS
    80 BROAD STREET 4TH FLOOR
    NEW YORK,NY10004     		NONE PC GENERAL CHARITABLE 15,000
    EDUCATORS FOR EXCELLENCE
    80 PINE STREET 28TH FLOOR
    NEW YORK,NY10005     		NONE PC GENERAL CHARITABLE 20,000
    ERASE RACISM INC
    6800 JERICHO TURNPIKE SUITE 109W
    SYOSSET,NY11791     		NONE PC GENERAL CHARITABLE 5,000
    GREENPEACE FUND INC
    702 H STREET NW SUITE 300
    WASHINGTON,DC20001     		NONE PC GENERAL CHARITABLE 50,000
    HIGH COUNTRY NEWS
    PO BOX 1090 119 GRANDE AVENUE
    PAONIA,CO81428     		NONE PC GENERAL CHARITABLE 20,000
    MAUREENS HAVEN INC
    28 LINCOLN STREET
    RIVERHEAD,NY11901     		NONE PC GENERAL CHARITABLE 5,000
    MOUNTAINFILM
    PO BOX 1088
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 45,000
    NEW TEACHER CENTER
    1205 PACIFIC AVE
    SANTA CRUZ,CA95060     		NONE PC GENERAL CHARITABLE 10,000
    OLA OF EASTERN LONG ISLAND INC
    PO BOX 278 180 OLD FARM ROAD
    SAGAPONACK,NY11962     		NONE PC GENERAL CHARITABLE 5,000
    POLITICAL RESEARCH ASSOCIATES
    1310 BROADWAY SUITE 201
    SOMERVILLE,MA02144     		NONE PC GENERAL CHARITABLE 15,000
    PROGRAM FOR PRESERVING THE NATURAL WORLD
    30 IPSWICH ST APT 211
    BOSTON,MA02215     		NONE PC GENERAL CHARITABLE 15,000
    SAG HARBOR COMMUNITY FOOD PANTRY INC
    PO BOX 1241
    SAG HARBOR,NY11963     		NONE PC GENERAL CHARITABLE 5,000
    SAN MIGUEL EDUCATION FUND
    PO BOX 1069
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 3,000
    SHERIDAN ARTS FOUNDATION
    PO BOX 2680
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 2,500
    TELLURIDE HISTORICAL MUSEUM
    PO BOX 1597
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 1,000
    TELLURIDE MEDICAL CENTER FOUNDATION
    PO BOX 1229
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 5,000
    TELLURIDE MOUNTAIN CLUB
    PO BOX 1201
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 10,000
    TELLURIDE REPERTORY THEATRE COMPANY
    PO BOX 2469
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 15,000
    US PUB INTEREST RESEARCH GRP EDUC FUND
    1543 WAZEE STREET SUITE 460
    DENVER,CO80202     		NONE PC GENERAL CHARITABLE 50,000
    TELLURIDE ANGEL BASKETS
    PO BOX 22000
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 5,000
    CARBON UNDERGROUND
    8800 VENICE BLVD SUITE 322
    LOS ANGELES,CA90034     		NONE PC GENERAL CHARITABLE 28,000
    FOUR CORNERS RAINBOW YOUTH CENTER
    701 CAMINO DEL RIO
    DURANGO,CO81301     		NONE PC GENERAL CHARITABLE 303
    GAY & LESBIAN VICTORY INSTITUTE
    1133 15TH STREET
    WASHINGTON,DC20005     		NONE PC GENERAL CHARITABLE 30,000
    HISPANIC AFFAIRS PROJECT
    PO BOX 2024
    MONTROSE,CO81402     		NONE PC GENERAL CHARITABLE 5,000
    HUNGER FREE VERMONT
    38 EASTWOOD DRIVE SUITE 100
    SOUTH BURLINGTON,VT05403     		NONE PC GENERAL CHARITABLE 35,000
    JUST FOR KIDS FOUNDATION INC
    PO BOX 4219
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 10,000
    NEW AMERICAN LEADERS
    530 SEVENTH AVE FLOOR M1
    NEW YORK,NY10018     		NONE PC GENERAL CHARITABLE 25,000
    PALM ARTS
    721 W COLORADO AVE
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 10,000
    GROUP FOR THE EAST END INC
    PO BOX 569
    BRIDGEHAMPTON,NY11932     		NONE PC GENERAL CHARITABLE 12,500
    SAN MIGUEL MENTORING PROGRAM
    PO BOX 1574
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 10,000
    SERVICES & ADVOCACY FOR GLBT ELDERS
    305 SEVENTH AVE 15TH FLOOR
    NEW YORK,NY10001     		NONE PC GENERAL CHARITABLE 10,000
    TELLURIDE ADAPTIVE SKI PROGRAM
    568 MT VILLAGE BLVD SUITE 101
    MOUNTAIN VILLAGE,CO81435     		NONE PC GENERAL CHARITABLE 2,500
    TIDES CENTER
    PO BOX 29907
    SAN FRANCISCO,CA94129     		NONE PC GENERAL CHARITABLE 55,000
    TRACE MEDIA INC
    PO BOX 24532
    BROOKLYN,NY11202     		NONE PC GENERAL CHARITABLE 30,000
    TRUST FOR HOUSING
    PO BOX 2007
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 5,000
    TELLURIDE EMERGENCY MEDICAL
    PO BOX 236
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 1,000
    VTDIGGER
    26 STATE STREET SUITE 8
    MONTPELIER,VT05602     		NONE PC GENERAL CHARITABLE 25,000
    WNET
    825 EIGHTH AVE
    NEW YORK,NY10019     		NONE PC GENERAL CHARITABLE 10,000
    NATIONAL LGBTQ TASK FORCE
    1325 MASSACHUSETTS AVE NW
    WASHINGTON,DC20005     		NONE PC GENERAL CHARITABLE 10,000
    VERMONT PUBLIC RADIO
    365 TROY AVE
    COLCHESTER,VT05446     		NONE PC GENERAL CHARITABLE 27,343
    TELLURIDE AIDS BENEFIT
    PO BOX 3819
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 10,000
    BOSTON FOUNDATION
    75 ARLINGTON ST
    BOSTON,MA02116     		NONE PC GENERAL CHARITABLE 20,000
    CENTER FOR POPULAR DEMOCRACY
    449 TROUTMAN STREET
    BROOKLYN,NY11237     		NONE PC GENERAL CHARITABLE 10,000
    CENTER FOR SCIENCE IN THE PUBLIC INTEREST
    1250 I STREET NW
    WASHINGTON,DC20005     		NONE PC GENERAL CHARITABLE 10,000
    CORPORATE ACCOUNTABILITY
    10 MILK STREET
    BOSTON,MA02108     		NONE PC GENERAL CHARITABLE 30,000
    DESERT AIDS PROJECT
    1695 N SUNRISE WAY
    PALM SPRINGS,CA92262     		NONE PC GENERAL CHARITABLE 4,000
    EDGE AND CENTER INC
    PO BOX 1905
    SAG HARBOR,NY11963     		NONE PC GENERAL CHARITABLE 800
    EQUINE VOICES RESCUE & SANCTUARY
    1540 W DOVE WAY
    AMADO,AZ85645     		NONE PC GENERAL CHARITABLE 10,000
    FAIR COUNT INC
    PO BOX 170382
    ATLANTA,GA30317     		NONE PC GENERAL CHARITABLE 75,000
    FJC-A FOUNDATION OF PHILANTHROPIC FUNDS
    31 W 34TH STREET
    STE 8026
    NEW YORK,NY10001     		NONE PC GENERAL CHARITABLE 22,500
    GUNSDOWN INC
    PO BOX 3984
    YOUNGSTOWN,OH44513     		NONE PC GENERAL CHARITABLE 20,200
    IMMIGRATION EQUALITY
    594 DEAN STREET
    BROOKLYN,NY11238     		NONE PC GENERAL CHARITABLE 100
    INTERNATIONAL RESCUE COMMITTEE INC
    PO BOX 6068
    ALBERT LEA,MN56007     		NONE PC GENERAL CHARITABLE 30,000
    JACKSONVILLE AREA SEXUAL MINORITY YOUTH
    923 PENINSULAR PLACE
    JACKSONVILLE,FL32204     		NONE PC GENERAL CHARITABLE 100
    LITTLE RED SCHOOL HOUSE INC
    272 SIXTH AVE
    NEW YORK,NY10014     		NONE PC GENERAL CHARITABLE 2,500
    NATIONAL CENTER FOR CIVIC INNOVATION INC
    121 AVENUE OF THE AMERICAS
    6TH FLOOR
    NEW YORK,NY10013     		NONE PC GENERAL CHARITABLE 10,500
    NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE
    STE 100
    ARLINGTON,VA22203     		NONE PC GENERAL CHARITABLE 20,000
    NEO PHILANTHROPY
    45 W 36TH STREET
    6TH FLOOR
    NEW YORK,NY10018     		NONE PC GENERAL CHARITABLE 2,500
    NEW YORK CITY AIDS MEMORIAL INC
    76 GREENWICH AVE
    NEW YORK,NY10011     		NONE PC GENERAL CHARITABLE 500
    NEW YORK COMMON PANTRY
    8 E 109TH SREET
    NEW YORK,NY10029     		NONE PC GENERAL CHARITABLE 1,500
    RICHARD J CARON FOUNDATION
    243 NORTH GALEN HALL ROAD
    WERNERSVILLE,PA19565     		NONE PC GENERAL CHARITABLE 5,000
    RIDERS ALLIANCE LLC
    555 8TH AVE 1803
    NEW YORK,NY10018     		NONE PC GENERAL CHARITABLE 40,000
    ST ANDREWS SCHOOL OF DELAWARE INC
    350 NOXONTOWN ROAD
    MIDDLETOWN,DE19709     		NONE PC GENERAL CHARITABLE 20,000
    TELLURIDE EDUCATION FOUNDATION INC
    PO BOX 3548
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 5,000
    TELLURIDE SKI & SNOWBOARD CLUB
    300 MAHONEY DR C4
    TELLURIDE,CO81435     		NONE PC GENERAL CHARITABLE 15,000
    TIDES FOUNDATION
    1012 TORNEY AVE
    SAN FRANCISCO,CA94129     		NONE PC GENERAL CHARITABLE 20,000
    VAN NESS RECOVERY HOUSE
    1919 N BEACHWOOD DR
    LOS ANGELES,CA90068     		NONE PC GENERAL CHARITABLE 2,000
    WIKIMEDIA FOUNDATION INC
    1 MONTGOMERY STREET STE 1600
    SAN FRANCISCO,CA94104     		NONE PC GENERAL CHARITABLE 5,000
    WOODSTOCK FARM ANIMAL SANCTUARY INC
    2 RESCUE ROAD
    HIGH FALLS,NY12440     		NONE PC GENERAL CHARITABLE 200
    YALE UNIVERSITY
    YALE UNIVERSITY
    NEW HAVEN,CT06520     		NONE PC GENERAL CHARITABLE 2,000
    YOUTHROOTS
    2700 S BROADWAY STE 200
    ENGLEWOOD,CO80113     		NONE PC GENERAL CHARITABLE 9,000
    Total .................................bullet 3a 3,708,046
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 92,499  
    4 Dividends and interest from securities ....          
    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 5,655,288  
    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) .. 73,773 10,681,551  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,755,324
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE THOMAS PHILLIPS AND JANE
     
    MOORE JOHNSON FOUNDATION
    EIN:
    25-6357015
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 99,625 9,963   89,662

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    THE THOMAS PHILLIPS AND JANE
     
    MOORE JOHNSON FOUNDATION
    EIN:
    25-6357015
    Category Amount
    NONE  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    THE THOMAS PHILLIPS AND JANE
     
    MOORE JOHNSON FOUNDATION
    EIN:
    25-6357015
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 EmployeeCompensationExpln
    Name:
    THE THOMAS PHILLIPS AND JANE
     
    MOORE JOHNSON FOUNDATION
    EIN:
    25-6357015
    Employee Explanation
    DYLAN HOOS TELLURIDE 81435

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE THOMAS PHILLIPS AND JANE
     
    MOORE JOHNSON FOUNDATION
    EIN:
    25-6357015
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STATE STREET 33.4 PUB TRD SEC 4,287,617 5,515,283
    STATE STREET 33.3 PUB TRD SEC 9,221,943 16,262,115
    STATE STREET 33.5 PUB TRD SEC 0 0

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE THOMAS PHILLIPS AND JANE
     
    MOORE JOHNSON FOUNDATION
    EIN:
    25-6357015
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BERNSTEIN 3557 - FUNDS   6,419,181 7,765,691
    GS VINTAGE FUND III OFFSHORE   98,895 20,034
    GS MEZZANINE PARTNERS   0 7,348
    WHITEHALL STREET INTL RE CORP   925,097 6,433
    SUMMIT ROCK FIXED INCOME   0 2,128,539
    SUMMIT ROCK HEDGED EQUITY   2,872,361 7,549,973
    SUMMIT ROCK DIVERSIFIED STRAT   2,825,607 8,703,769
    SUMMIT ROCK SELECTED EQUITY   5,250,000 19,946,417
    SUMMIT ROCK PRIVATE EQUITY   0 2,765,995
    SUMMIT ROCK PRIV EQ PORT II   3,933,667 7,438,425
    STONETOWN 5 LLLP   239,713 362,580
    SUMMIT ROCK PRIV EQ PORT III   4,454,639 8,438,394
    STONETOWN QRV SIDECAR   162,222 217,199
    STONETOWN 6 LLLP   390,191 458,400
    SUMMIT ROCK PRIV EQU PORT IV   2,712,875 3,743,758
    DENNIS SCHILL MANOR ASSOCIATES   18,505 18,505
    ALUA OFFSHORE FUND   3,000,000 3,265,292
    SUMMIT ROCK PRIV EQU PORT V   749,142 765,869
    STONETOWN VINTAGE   11,529 367,000
    BLACKROCK MULTI-STRAT CREDIT   3,770,000 3,683,851

    TY 2021 OtherAssetsSchedule
    Name:
    THE THOMAS PHILLIPS AND JANE
     
    MOORE JOHNSON FOUNDATION
    EIN:
    25-6357015
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 7,756 7,756 7,756


    TY 2021 OtherDecreasesSchedule
    Name:
    THE THOMAS PHILLIPS AND JANE
     
    MOORE JOHNSON FOUNDATION
    EIN:
    25-6357015
    Description Amount
    OTHER ADJUSTMENTS 22,695


    TY 2021 OtherExpensesSchedule
    Name:
    THE THOMAS PHILLIPS AND JANE
     
    MOORE JOHNSON FOUNDATION
    EIN:
    25-6357015
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 258,072 258,072    
    PORTFOLIO DEDUCTIONS FROM K-1S 388,700 388,700    
    ADR FEES 8,375 8,375    
    OTHER EXPENSES 8,701     8,701
    INSURANCE 5,865     5,865
    FILING FEES 1,515     1,515
    SUBSCRIPTIONS 95     95
    TECHNOLOGY 16,190 810   15,380


    TY 2021 OtherIncomeSchedule2
    Name:
    THE THOMAS PHILLIPS AND JANE
     
    MOORE JOHNSON FOUNDATION
    EIN:
    25-6357015
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 INVESTMENTS - OTHER INCOME 4,119,123 4,119,123  
    OTHER INCOME 7,267 7,267  
    K-1 INVESTMENTS - UBTI 73,773    


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE THOMAS PHILLIPS AND JANE
     
    MOORE JOHNSON FOUNDATION
    EIN:
    25-6357015
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    JANE T. JOHNSON 36,000     36,000
    KATHLEEN STURGEON 36,000     36,000


    TY 2021 TaxesSchedule
    Name:
    THE THOMAS PHILLIPS AND JANE
     
    MOORE JOHNSON FOUNDATION
    EIN:
    25-6357015
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    K-1 INVESTMENTS - FOREIGN TAX 667 667    
    BROKERAGE ACCTS - FOREIGN TAX 57,531 57,531    
    FEDERAL TAX 50,000 50,000