Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
GESNER JOHNSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

41-1890875
B Telephone number (see instructions)

(888) 866-3275
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$15,396,055J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 349,934 349,914  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 132,112
b Gross sales price for all assets on line 6a 3,670,019
7 Capital gain net income (from Part IV, line 2)... 132,112
8 Net short-term capital gain......... 0
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
List of Attached Documents:
// Content
1,682    
12 Total. Add lines 1 through 11........ 483,728 482,026  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,018 0 0 2,018
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
47,602 28,561   19,041
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,626 1,626   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,906 3,703   11,203
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 67,402 33,890 0 33,512
25 Contributions, gifts, grants paid....... 671,200 671,200
26 Total expenses and disbursements. Add lines 24 and 25 738,602 33,890 0 704,712
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -254,874
b Net investment income (if negative, enter -0-) 448,136
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 6,034 5,110 5,110
2 Savings and temporary cash investments......... 565,713 1,410,025 1,410,025
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,143,522 Click to see attachment
List of Attached Documents:
// Content
673,116 		667,199
b Investments—corporate stock (attach schedule)....... 1,389,614 Click to see attachment
List of Attached Documents:
// Content
1,356,151 		2,015,637
c Investments—corporate bonds (attach schedule)....... 603,844 Click to see attachment
List of Attached Documents:
// Content
301,832 		296,538
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,489,411 Click to see attachment
List of Attached Documents:
// Content
8,237,769 		11,001,546
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,198,138 11,984,003 15,396,055
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,198,138 11,984,003
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)..... 12,198,138 11,984,003
30 Total liabilities and net assets/fund balances (see instructions). 12,198,138 11,984,003
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
12,198,138
2
Enter amount from Part I, line 27a .....................
2
-254,874
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
45,269
4
Add lines 1, 2, and 3 ..........................
4
11,988,533
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,530
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,984,003
Form 990-PF (2023)
Form 990-PF (2023)
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 1392.37 EDGEWOOD GROWTH FUND   2017-04-20 2023-04-03
b 100000. AUTOZONE INC   2017-07-06 2023-07-17
c 134. BAXTER INTERNATIONAL INC   2021-02-23 2023-01-23
d 17. BAXTER INTERNATIONAL INC   2021-02-26 2023-01-23
e 67. BAXTER INTERNATIONAL INC   2021-02-22 2023-01-23
112. BAXTER INTERNATIONAL INC   2021-02-25 2023-01-23
18. BAXTER INTERNATIONAL INC   2021-02-24 2023-01-23
56. BAXTER INTERNATIONAL INC   2021-02-26 2023-01-24
71. BAXTER INTERNATIONAL INC   2021-08-26 2023-01-24
8. BAXTER INTERNATIONAL INC   2021-08-30 2023-01-24
70. BAXTER INTERNATIONAL INC   2022-08-04 2023-01-24
12. BAXTER INTERNATIONAL INC   2022-08-18 2023-01-24
23. BAXTER INTERNATIONAL INC   2022-08-19 2023-01-24
39. BAXTER INTERNATIONAL INC   2021-08-27 2023-01-24
124. BAXTER INTERNATIONAL INC   2022-08-19 2023-01-25
3. BROADCOM INC   2021-04-22 2023-04-14
17. BROADCOM INC   2021-04-22 2023-06-13
2. BROADCOM INC   2021-04-22 2023-08-30
208. CISCO SYSTEMS INCORPORATED   2017-12-22 2023-03-02
198. CISCO SYSTEMS INCORPORATED   2020-11-19 2023-04-20
124. CISCO SYSTEMS INCORPORATED   2019-08-19 2023-04-20
105. CISCO SYSTEMS INCORPORATED   2019-10-21 2023-04-20
72. CISCO SYSTEMS INCORPORATED   2017-12-22 2023-04-20
1. COINBASE GLOBAL INC REG   2021-05-07 2023-07-14
1. COINBASE GLOBAL INC REG   2021-07-16 2023-07-28
2. COINBASE GLOBAL INC REG   2021-06-18 2023-07-28
4. COINBASE GLOBAL INC REG   2021-05-21 2023-07-28
2. COINBASE GLOBAL INC REG   2021-07-16 2023-12-06
2. COINBASE GLOBAL INC REG   2021-07-30 2023-12-06
1. COINBASE GLOBAL INC REG   2021-09-24 2023-12-15
1. COINBASE GLOBAL INC REG   2021-10-05 2023-12-18
1. COINBASE GLOBAL INC REG   2022-01-28 2023-12-18
109. DOLLAR GENERAL CORP   2022-12-21 2023-07-21
2. DOLLAR GENERAL CORP   2023-01-24 2023-07-21
19. DOLLAR GENERAL CORP   2023-01-23 2023-07-21
40. DOLLAR GENERAL CORP   2023-03-02 2023-07-24
17. DOLLAR GENERAL CORP   2023-01-24 2023-07-24
9496.676 DOUBLELINE TOTAL RETURN BOND FUND   2021-03-15 2023-10-24
9328.358 DOUBLELINE TOTAL RETURN BOND FUND   2020-12-16 2023-10-24
99.274 DOUBLELINE TOTAL RETURN BOND FUND   2020-09-30 2023-10-24
103.128 DOUBLELINE TOTAL RETURN BOND FUND   2020-08-31 2023-10-24
37174.721 DOUBLELINE TOTAL RETURN BOND FUND   2020-08-20 2023-10-24
100000. DR PEPPER SNAPPLE GROUP   2017-06-29 2023-12-15
1. DRAFTKINGS INC   2021-05-11 2023-02-24
2. DRAFTKINGS INC   2021-05-11 2023-03-10
4. DRAFTKINGS INC   2021-05-11 2023-03-24
3. DRAFTKINGS INC   2021-05-11 2023-04-10
3. DRAFTKINGS INC   2021-05-11 2023-05-05
4. DRAFTKINGS INC   2021-05-11 2023-06-13
1. DRAFTKINGS INC   2021-05-11 2023-06-30
3. DRAFTKINGS INC   2021-05-11 2023-08-11
3. DRAFTKINGS INC   2021-05-21 2023-10-09
3. DRAFTKINGS INC   2021-06-18 2023-10-09
2. DRAFTKINGS INC   2021-07-30 2023-10-09
2. DRAFTKINGS INC   2021-05-11 2023-10-20
1. DRAFTKINGS INC   2021-05-13 2023-10-20
1. DRAFTKINGS INC   2021-05-13 2023-11-03
3. DRAFTKINGS INC   2021-05-13 2023-11-13
1. DRAFTKINGS INC   2021-05-21 2023-11-13
1. DRAFTKINGS INC   2021-08-27 2023-11-15
4. DRAFTKINGS INC   2021-07-30 2023-11-15
1. EXACT SCIENCES CORP COM   2021-03-01 2023-01-27
4. EXACT SCIENCES CORP COM   2021-02-04 2023-01-27
2. EXACT SCIENCES CORP COM   2021-04-21 2023-02-24
2. EXACT SCIENCES CORP COM   2021-03-01 2023-02-24
5. EXACT SCIENCES CORP COM   2021-05-21 2023-03-10
1. EXACT SCIENCES CORP COM   2021-06-04 2023-03-24
2. EXACT SCIENCES CORP COM   2021-06-04 2023-04-10
1. EXACT SCIENCES CORP COM   2021-07-02 2023-04-21
1. EXACT SCIENCES CORP COM   2021-06-04 2023-04-21
2. EXACT SCIENCES CORP COM   2021-07-02 2023-05-05
4. EXACT SCIENCES CORP COM   2021-07-02 2023-05-11
1. EXACT SCIENCES CORP COM   2021-07-30 2023-05-19
1. EXACT SCIENCES CORP COM   2021-08-27 2023-06-02
1. EXACT SCIENCES CORP COM   2021-07-30 2023-06-02
2. EXACT SCIENCES CORP COM   2021-08-27 2023-06-13
1. EXACT SCIENCES CORP COM   2021-08-27 2023-06-16
1. EXACT SCIENCES CORP COM   2021-10-05 2023-06-30
1. EXACT SCIENCES CORP COM   2021-10-05 2023-09-08
1. EXACT SCIENCES CORP COM   2021-11-08 2023-11-03
3. EXACT SCIENCES CORP COM   2021-11-08 2023-11-15
17. FIDELITY NATL INFORMATION SVCS INC COM   2017-12-22 2023-04-14
7. HONEYWELL INTERNATIONAL INC   2017-12-22 2023-04-14
17. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-11-27 2023-10-11
32. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-12-04 2023-10-12
56. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-12-03 2023-10-12
30. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-12-02 2023-10-12
8. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-11-29 2023-10-12
19. INTERNATIONAL FLAVORS & FRAGRANCES INC   2020-09-11 2023-10-30
62. INTERNATIONAL FLAVORS & FRAGRANCES INC   2023-07-24 2023-10-30
55. INTERNATIONAL FLAVORS & FRAGRANCES INC   2023-07-21 2023-10-30
36. INTERNATIONAL FLAVORS & FRAGRANCES INC   2020-09-10 2023-10-30
34. INTERNATIONAL FLAVORS & FRAGRANCES INC   2020-05-26 2023-10-30
18. INTERNATIONAL FLAVORS & FRAGRANCES INC   2020-05-22 2023-10-30
41. INTERNATIONAL FLAVORS & FRAGRANCES INC   2023-07-25 2023-10-31
8. INTERNATIONAL FLAVORS & FRAGRANCES INC   2023-07-24 2023-10-31
10000. ISHARES GOLD TR SHS   2022-10-17 2023-01-31
15000. ISHARES GOLD TR SHS   2022-04-26 2023-01-31
2500. ISHARES GOLD TR SHS   2021-03-15 2023-01-31
2500. ISHARES GOLD TR SHS   2020-06-04 2023-01-31
4500. ISHARES GOLD TR SHS   2019-12-31 2023-01-31
5500. ISHARES GOLD TR SHS   2019-09-23 2023-01-31
10000. ISHARES GOLD TR SHS   2022-10-17 2023-02-28
15000. ISHARES GOLD TR SHS   2022-04-26 2023-02-28
2500. ISHARES GOLD TR SHS   2021-03-15 2023-02-28
2500. ISHARES GOLD TR SHS   2020-06-04 2023-02-28
4500. ISHARES GOLD TR SHS   2019-12-31 2023-02-28
5500. ISHARES GOLD TR SHS   2019-09-23 2023-02-28
10000. ISHARES GOLD TR SHS   2022-10-17 2023-03-31
15000. ISHARES GOLD TR SHS   2022-04-26 2023-03-31
2500. ISHARES GOLD TR SHS   2021-03-15 2023-03-31
2500. ISHARES GOLD TR SHS   2020-06-04 2023-03-31
4500. ISHARES GOLD TR SHS   2019-12-31 2023-03-31
5500. ISHARES GOLD TR SHS   2019-09-23 2023-03-31
10000. ISHARES GOLD TR SHS   2022-10-17 2023-04-30
15000. ISHARES GOLD TR SHS   2022-04-26 2023-04-30
2500. ISHARES GOLD TR SHS   2021-03-15 2023-04-30
2500. ISHARES GOLD TR SHS   2020-06-04 2023-04-30
4500. ISHARES GOLD TR SHS   2019-12-31 2023-04-30
5500. ISHARES GOLD TR SHS   2019-09-23 2023-04-30
10000. ISHARES GOLD TR SHS   2022-10-17 2023-05-31
15000. ISHARES GOLD TR SHS   2022-04-26 2023-05-31
2500. ISHARES GOLD TR SHS   2021-03-15 2023-05-31
2500. ISHARES GOLD TR SHS   2020-06-04 2023-05-31
4500. ISHARES GOLD TR SHS   2019-12-31 2023-05-31
5500. ISHARES GOLD TR SHS   2019-09-23 2023-05-31
10000. ISHARES GOLD TR SHS   2022-10-17 2023-06-30
15000. ISHARES GOLD TR SHS   2022-04-26 2023-06-30
2500. ISHARES GOLD TR SHS   2021-03-15 2023-06-30
2500. ISHARES GOLD TR SHS   2020-06-04 2023-06-30
4500. ISHARES GOLD TR SHS   2019-12-31 2023-06-30
5500. ISHARES GOLD TR SHS   2019-09-23 2023-06-30
10000. ISHARES GOLD TR SHS   2022-10-17 2023-07-31
15000. ISHARES GOLD TR SHS   2022-04-26 2023-07-31
2500. ISHARES GOLD TR SHS   2021-03-15 2023-07-31
2500. ISHARES GOLD TR SHS   2020-06-04 2023-07-31
4500. ISHARES GOLD TR SHS   2019-12-31 2023-07-31
5500. ISHARES GOLD TR SHS   2019-09-23 2023-07-31
10000. ISHARES GOLD TR SHS   2022-10-17 2023-08-31
15000. ISHARES GOLD TR SHS   2022-04-26 2023-08-31
2500. ISHARES GOLD TR SHS   2021-03-15 2023-08-31
2500. ISHARES GOLD TR SHS   2020-06-04 2023-08-31
4500. ISHARES GOLD TR SHS   2019-12-31 2023-08-31
5500. ISHARES GOLD TR SHS   2019-09-23 2023-08-31
10000. ISHARES GOLD TR SHS   2022-10-17 2023-09-30
15000. ISHARES GOLD TR SHS   2022-04-26 2023-09-30
2500. ISHARES GOLD TR SHS   2021-03-15 2023-09-30
2500. ISHARES GOLD TR SHS   2020-06-04 2023-09-30
4500. ISHARES GOLD TR SHS   2019-12-31 2023-09-30
5500. ISHARES GOLD TR SHS   2019-09-23 2023-09-30
10000. ISHARES GOLD TR SHS   2022-10-17 2023-10-31
15000. ISHARES GOLD TR SHS   2022-04-26 2023-10-31
2500. ISHARES GOLD TR SHS   2021-03-15 2023-10-31
2500. ISHARES GOLD TR SHS   2020-06-04 2023-10-31
4500. ISHARES GOLD TR SHS   2019-12-31 2023-10-31
5500. ISHARES GOLD TR SHS   2019-09-23 2023-10-31
2500. ISHARES GOLD TR SHS   2021-03-15 2023-11-30
2500. ISHARES GOLD TR SHS   2020-06-04 2023-11-30
4500. ISHARES GOLD TR SHS   2019-12-31 2023-11-30
5500. ISHARES GOLD TR SHS   2019-09-23 2023-11-30
10000. ISHARES GOLD TR SHS   2022-10-17 2023-11-30
15000. ISHARES GOLD TR SHS   2022-04-26 2023-11-30
10000. ISHARES GOLD TR SHS   2022-10-17 2023-12-31
15000. ISHARES GOLD TR SHS   2022-04-26 2023-12-31
2500. ISHARES GOLD TR SHS   2021-03-15 2023-12-31
2500. ISHARES GOLD TR SHS   2020-06-04 2023-12-31
4500. ISHARES GOLD TR SHS   2019-12-31 2023-12-31
5500. ISHARES GOLD TR SHS   2019-09-23 2023-12-31
300. ISHARES CORE S&P 500 ETF   2017-09-19 2023-03-31
300. ISHARES CORE S&P 500 ETF   2017-09-19 2023-04-03
100. ISHARES CORE S&P MID-CAP ETF   2016-03-09 2023-03-31
300. ISHARES TR RUSSELL 2000   2022-12-30 2023-11-02
100. ISHARES TR RUSSELL 2000   2023-04-03 2023-11-02
5.9763 ISHARES TR RUSSELL 2000   2023-06-12 2023-11-02
10.0991 ISHARES TR RUSSELL 2000   2023-09-29 2023-11-02
7.4937 ISHARES TR RUSSELL 2000   2023-03-28 2023-11-02
8.4309 ISHARES TR RUSSELL 2000   2022-12-16 2023-11-02
1775. ISHARES TR RUSSELL 2000   2022-09-30 2023-11-02
.2263 ISHARES TR RUSSELL 2000   2023-09-29 2023-11-16
17. J P MORGAN CHASE & CO COM   2017-12-22 2023-04-14
75000. JPMORGAN CHASE & CO   2017-05-31 2023-05-18
25000. JPMORGAN CHASE & CO   2017-09-22 2023-05-18
4. MASTERCARD INC   2022-02-24 2023-04-14
10. MICROSOFT CORPORATION   2017-12-22 2023-04-14
8. MOTOROLA SOLUTIONS INC   2020-06-18 2023-04-14
1. PAGERDUTY INC REG SHS   2021-02-04 2023-02-24
1. PAGERDUTY INC REG SHS   2021-02-04 2023-03-10
2. PAGERDUTY INC REG SHS   2021-02-04 2023-03-24
11. PHILLIPS 66   2017-12-22 2023-04-14
94. PHILLIPS 66   2017-12-22 2023-04-20
55. PHILLIPS 66   2018-10-24 2023-08-17
6. PHILLIPS 66   2019-01-18 2023-08-17
131. PHILLIPS 66   2017-12-22 2023-08-17
26. PHILLIPS 66   2019-01-18 2023-08-18
9. PROLOGIS INC   2020-11-04 2023-04-14
2. ROKU INC CL A   2021-02-04 2023-02-24
2. ROKU INC CL A   2021-02-04 2023-08-04
2. ROKU INC CL A   2021-02-04 2023-08-11
8. ROKU INC CL A   2021-02-04 2023-11-13
1. ROKU INC CL A   2021-02-04 2023-11-15
1. ROKU INC CL A   2021-02-04 2023-12-01
1. ROKU INC CL A   2021-03-12 2023-12-18
1. ROKU INC CL A   2021-05-07 2023-12-18
4. SHOPIFY INC CL A   2021-02-04 2023-04-21
4. SHOPIFY INC CL A   2021-02-04 2023-05-05
3. SHOPIFY INC CL A   2021-02-04 2023-05-11
1. SHOPIFY INC CL A   2021-02-04 2023-06-13
1. SHOPIFY INC CL A   2021-02-04 2023-06-30
2. SHOPIFY INC CL A   2021-02-04 2023-08-25
3. SHOPIFY INC CL A   2021-02-04 2023-09-08
1. SHOPIFY INC CL A   2021-02-04 2023-10-20
1. SHOPIFY INC CL A   2021-05-05 2023-11-03
64. TJX COMPANIES INCORPORATED NEW   2021-02-22 2023-08-30
3. TELADOC INC   2021-02-04 2023-01-13
1. 10X GENOMICS INC REG SHS   2021-02-04 2023-02-24
1. 10X GENOMICS INC REG SHS   2021-02-04 2023-03-10
1. 10X GENOMICS INC REG SHS   2021-02-04 2023-04-10
2. 10X GENOMICS INC REG SHS   2021-02-04 2023-06-02
1. TESLA MTRS INC   2021-03-01 2023-04-10
4. TESLA MTRS INC   2021-03-01 2023-06-13
1. TESLA MTRS INC   2021-03-01 2023-06-30
1. TESLA MTRS INC   2021-03-01 2023-07-28
1. TESLA MTRS INC   2021-03-01 2023-08-16
1. TESLA MTRS INC   2021-05-05 2023-08-16
2. TESLA MTRS INC   2021-07-30 2023-10-09
1. TESLA MTRS INC   2021-05-05 2023-10-20
1. TEXAS INSTRUMENTS INC   2018-02-28 2023-04-14
8. TEXAS INSTRUMENTS INC   2018-03-01 2023-04-14
6. TWILIO INC CL A   2021-02-04 2023-03-24
5. UIPATH INC CL A   2021-09-10 2023-12-06
3. UIPATH INC CL A   2021-09-10 2023-12-15
5. UIPATH INC CL A   2021-09-10 2023-12-18
38. UNION PACIFIC CORP   2017-12-22 2023-07-27
225000. U.S. TREASURY NOTE   2022-10-18 2023-10-31
100000. U.S. TREASURY NOTE   2022-11-04 2023-11-30
50000. U.S. TREASURY NOTE   2017-05-31 2023-08-15
100000. U.S. TREASURY NOTE   2017-07-25 2023-08-15
36.112 VANGUARD WHITEHALL FDS   2023-03-22 2023-04-03
300. VANGUARD WHITEHALL FDS   2022-12-30 2023-04-03
74.888 VANGUARD WHITEHALL FDS   2022-12-21 2023-04-03
6700. VANGUARD WHITEHALL FDS   2022-09-30 2023-04-03
.3913 VANGUARD WHITEHALL FDS   2023-03-22 2023-04-20
10250. VANGUARD FTSE ALL-WORLD EX-US ETF   2023-04-03 2023-11-02
58.6233 VANGUARD FTSE ALL-WORLD EX-US ETF   2023-09-20 2023-11-02
116.3767 VANGUARD FTSE ALL-WORLD EX-US ETF   2023-06-22 2023-11-02
.3216 VANGUARD FTSE ALL-WORLD EX-US ETF   2023-09-20 2023-11-16
24.2606 VANGUARD INTL EQTY INDX   2023-09-20 2023-11-02
16.9285 VANGUARD INTL EQTY INDX   2023-06-22 2023-11-02
425. VANGUARD INTL EQTY INDX   2023-04-03 2023-11-02
1.8109 VANGUARD INTL EQTY INDX   2023-03-22 2023-11-02
2575. VANGUARD INTL EQTY INDX   2022-12-30 2023-11-02
.8958 VANGUARD INTL EQTY INDX   2023-09-20 2023-11-16
400. VANGUARD GROWTH ETF   2020-03-26 2023-01-30
500. VANGUARD GROWTH ETF   2020-03-26 2023-01-31
.7209 VANGUARD GROWTH ETF   2020-06-29 2023-03-31
4. VANGUARD GROWTH ETF   2020-06-29 2023-03-31
510. VANGUARD GROWTH ETF   2020-03-26 2023-03-31
11. EATON CORP PLC   2022-02-14 2023-04-14
45. EATON CORP PLC   2022-02-14 2023-07-21
4. LINDE PLC NEW   2017-12-22 2023-04-14
27. TRANE TECHNOLOGIES PLC   2017-12-22 2023-07-21
18. TRANE TECHNOLOGIES PLC   2017-12-22 2023-09-01
9. TRANE TECHNOLOGIES PLC   2017-12-22 2023-09-05
88. CHUBB LTD   2017-12-22 2023-06-13
21. CHUBB LTD   2019-03-22 2023-06-14
33. CHUBB LTD   2018-05-31 2023-06-14
30. CHUBB LTD   2017-12-22 2023-06-14
3. CRISPR THERAPEUTICS AG   2021-02-04 2023-05-11
1. CRISPR THERAPEUTICS AG   2021-02-04 2023-06-02
1. CRISPR THERAPEUTICS AG   2021-02-04 2023-06-13
1. SPOTIFY TECH S.A. REG   2023-07-28 2023-11-15
1. SPOTIFY TECH S.A. REG   2022-02-08 2023-11-15
22. STRATASYS LTD   2021-02-04 2023-08-04
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 50,000   35,255 14,745
b 100,000   100,000  
c 6,054   10,556 -4,502
d 768   1,320 -552
e 3,027   5,283 -2,256
5,060   8,782 -3,722
813   1,412 -599
2,517   4,349 -1,832
3,192   5,238 -2,046
360   603 -243
3,147   4,082 -935
539   732 -193
1,034   1,413 -379
1,753   2,889 -1,136
5,583   7,616 -2,033
1,876   1,368 508
14,416   7,749 6,667
1,789   912 877
10,072   8,024 2,048
9,347   8,149 1,198
5,854   6,001 -147
4,957   4,979 -22
3,399   2,778 621
107   263 -156
95   223 -128
189   453 -264
379   943 -564
284   445 -161
284   469 -185
148   230 -82
144   235 -91
144   165 -21
18,191   26,597 -8,406
334   467 -133
3,171   4,380 -1,209
6,722   8,634 -1,912
2,857   3,971 -1,114
78,632   100,000 -21,368
77,239   100,000 -22,761
822   1,066 -244
854   1,107 -253
307,807   400,000 -92,193
100,000   100,000  
19   44 -25
37   88 -51
69   177 -108
54   133 -79
73   133 -60
103   177 -74
26   44 -18
83   133 -50
88   136 -48
88   147 -59
58   99 -41
55   88 -33
27   42 -15
30   42 -12
104   126 -22
35   45 -10
37   60 -23
149   198 -49
65   138 -73
259   571 -312
120   257 -137
120   275 -155
316   539 -223
64   107 -43
131   214 -83
66   124 -58
66   107 -41
132   248 -116
310   497 -187
81   112 -31
85   104 -19
85   112 -27
182   208 -26
94   104 -10
95   94 1
78   94 -16
63   98 -35
190   295 -105
970   1,606 -636
1,376   1,032 344
1,115   2,401 -1,286
2,062   4,515 -2,453
3,608   7,859 -4,251
1,933   4,231 -2,298
515   1,129 -614
1,235   2,289 -1,054
4,029   5,264 -1,235
3,574   4,606 -1,032
2,339   4,361 -2,022
2,210   4,600 -2,390
1,170   2,317 -1,147
2,742   3,556 -814
535   679 -144
76   65 11
114   112 2
19   17 2
19   17 2
34   27 7
42   33 9
68   61 7
102   105 -3
17   16 1
17   16 1
31   25 6
37   31 6
76   64 12
115   110 5
19   17 2
19   17 2
34   26 8
42   32 10
77   64 13
116   110 6
19   17 2
19   17 2
35   26 9
42   33 9
80   67 13
120   115 5
20   17 3
20   17 3
36   28 8
44   34 10
77   66 11
115   113 2
19   17 2
19   17 2
34   27 7
42   33 9
79   66 13
118   115 3
20   17 3
20   17 3
35   28 7
43   34 9
79   67 12
118   116 2
20   18 2
20   17 3
35   28 7
43   34 9
77   70 7
116   120 -4
19   18 1
19   18 1
35   29 6
43   35 8
78   65 13
116   111 5
19   17 2
19   17 2
35   27 8
43   33 10
19   16 3
19   16 3
35   26 9
43   32 11
78   63 15
117   108 9
82   65 17
123   112 11
20   17 3
20   17 3
37   27 10
45   33 12
123,014   75,894 47,120
123,860   75,894 47,966
24,960   13,842 11,118
50,848   51,988 -1,140
16,949   17,861 -912
1,013   1,114 -101
1,712   1,781 -69
1,270   1,314 -44
1,429   1,472 -43
300,851   299,505 1,346
40   40  
2,338   1,821 517
75,000   74,615 385
25,000   24,940 60
1,486   1,448 38
2,868   853 2,015
2,328   1,129 1,199
28   54 -26
28   54 -26
63   109 -46
1,170   1,113 57
9,523   9,514 9
6,283   5,304 979
685   570 115
14,966   13,259 1,707
2,963   2,470 493
1,100   772 328
128   855 -727
177   855 -678
157   855 -698
641   3,420 -2,779
89   428 -339
104   428 -324
94   358 -264
94   316 -222
192   510 -318
229   510 -281
187   382 -195
66   127 -61
65   127 -62
111   255 -144
193   382 -189
51   127 -76
60   115 -55
5,891   4,460 1,431
77   830 -753
46   184 -138
47   184 -137
51   184 -133
109   367 -258
180   231 -51
1,014   923 91
260   231 29
260   231 29
232   231 1
232   224 8
510   447 63
217   224 -7
180   109 71
1,439   858 581
371   2,384 -2,013
123   272 -149
77   163 -86
125   272 -147
8,816   5,090 3,726
225,000   221,555 3,445
100,000   98,132 1,868
50,000   50,000  
100,000   100,000  
2,265   2,196 69
18,819   17,885 934
4,698   4,472 226
420,288   351,114 69,174
25   24 1
530,129   551,649 -21,520
3,032   3,093 -61
6,019   6,205 -186
17   17  
942   953 -11
657   681 -24
16,494   17,242 -748
70   72 -2
99,935   100,206 -271
36   35 1
92,702   62,621 30,081
116,847   78,277 38,570
179   143 36
994   793 201
126,788   79,842 46,946
1,793   1,668 125
9,454   6,822 2,632
1,443   654 789
5,231   1,876 3,355
3,693   1,250 2,443
1,807   625 1,182
16,908   12,778 4,130
3,993   2,880 1,113
6,275   4,317 1,958
5,704   4,356 1,348
202   507 -305
65   169 -104
60   169 -109
174   146 28
174   170 4
359   1,070 -711
      11,266
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      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
      11,266
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       14,745
b        
c       -4,502
d       -552
e       -2,256
      -3,722
      -599
      -1,832
      -2,046
      -243
      -935
      -193
      -379
      -1,136
      -2,033
      508
      6,667
      877
      2,048
      1,198
      -147
      -22
      621
      -156
      -128
      -264
      -564
      -161
      -185
      -82
      -91
      -21
      -8,406
      -133
      -1,209
      -1,912
      -1,114
      -21,368
      -22,761
      -244
      -253
      -92,193
       
      -25
      -51
      -108
      -79
      -60
      -74
      -18
      -50
      -48
      -59
      -41
      -33
      -15
      -12
      -22
      -10
      -23
      -49
      -73
      -312
      -137
      -155
      -223
      -43
      -83
      -58
      -41
      -116
      -187
      -31
      -19
      -27
      -26
      -10
      1
      -16
      -35
      -105
      -636
      344
      -1,286
      -2,453
      -4,251
      -2,298
      -614
      -1,054
      -1,235
      -1,032
      -2,022
      -2,390
      -1,147
      -814
      -144
      11
      2
      2
      2
      7
      9
      7
      -3
      1
      1
      6
      6
      12
      5
      2
      2
      8
      10
      13
      6
      2
      2
      9
      9
      13
      5
      3
      3
      8
      10
      11
      2
      2
      2
      7
      9
      13
      3
      3
      3
      7
      9
      12
      2
      2
      3
      7
      9
      7
      -4
      1
      1
      6
      8
      13
      5
      2
      2
      8
      10
      3
      3
      9
      11
      15
      9
      17
      11
      3
      3
      10
      12
      47,120
      47,966
      11,118
      -1,140
      -912
      -101
      -69
      -44
      -43
      1,346
       
      517
      385
      60
      38
      2,015
      1,199
      -26
      -26
      -46
      57
      9
      979
      115
      1,707
      493
      328
      -727
      -678
      -698
      -2,779
      -339
      -324
      -264
      -222
      -318
      -281
      -195
      -61
      -62
      -144
      -189
      -76
      -55
      1,431
      -753
      -138
      -137
      -133
      -258
      -51
      91
      29
      29
      1
      8
      63
      -7
      71
      581
      -2,013
      -149
      -86
      -147
      3,726
      3,445
      1,868
       
       
      69
      934
      226
      69,174
      1
      -21,520
      -61
      -186
       
      -11
      -24
      -748
      -2
      -271
      1
      30,081
      38,570
      36
      201
      46,946
      125
      2,632
      789
      3,355
      2,443
      1,182
      4,130
      1,113
      1,958
      1,348
      -305
      -104
      -109
      28
      4
      -711
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 132,112
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
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 right arrow 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) 1 6,229
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 0
3 Add lines 1 and 2........................... 3 6,229
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 6,229
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,760
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,760
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,469
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMN
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
RUSSELL JOHNSON PRESIDENT
20 		0    
2 PICKWICK PLAZA 4TH FL
GREENWICH,CT06830
MARCIA CAMPBELL TREASURER
10 		0    
2 PICKWICK PLAZA 4TH FL
GREENWICH,CT06830
PAUL JOHNSON SECRETARY
10 		0    
2 PICKWICK PLAZA 4TH FL
GREENWICH,CT06830
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
13,689,923
b
Average of monthly cash balances.......................
1b
1,239,759
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,929,682
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
14,929,682
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
223,945
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,705,737
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
735,287
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
735,287
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,229
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,229
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
729,058
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
729,058
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 XII, line 1 ...
7
729,058
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
704,712
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
704,712
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 729,058
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 669,970
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 704,712
a Applied to 2022, but not more than line 2a 669,970
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 2023 distributable amount..... 34,742
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 .......... 		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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		694,316
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
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Gesner-Johnson Fdn
2 Pickwick Plaza 4th Fl
Greenwich,CT06830
(203) 863-7639
bThe form in which applications should be submitted and information and materials they should include:
Letter of request stating needs and puprose of grant funds
cAny submission deadlines:
None
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Grant used for religious, charitable, scientific, and education purposes
Form 990-PF (2023)
Form 990-PF (2023)
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

CENTERED

4616 25TH AVE NE
SEATTLE,WA98105 		N/A PC UNRESTRICTED GENERAL 50,000

LUCKY DUCK FOUNDTION

5675 RUFFIN ST STE 100
SAN DIEGO,CA92123 		N/A PC UNRESTRICTED GENERAL 50,000

WORLD RELIEF WESTERN WASHINGTON

23835 PACIFIC HIGHWAY S
KENT,WA98032 		N/A PC UNRESTRICTED GENERAL 75,000

BOTH ENDS BELIEVING

5101 TENNYSON PARKWAY
PLANO,TX75024 		N/A PC UNRESTRICTED GENERAL 55,000

CHALLENGED ATHLETES FOUNDATION

9591 WAPLES ST
SAN DIEGO,CA92121 		N/A PC UNRESTRICTED GENERAL 50,000

ALABASTER JAR PROJECT

PO BOX 501378
SAN DIEGO,CA921501378 		N/A PC UNRESTRICTED GENERAL 50,000

STUDIO ACE

3861 MISSION AVE B3-B5
OCEANSIDE,CA92058 		N/A PC UNRESTRICTED GENERAL 22,000

INNOVATIONS HTC

824 5TH AVE SE
OLYMPIA,WA98501 		N/A PC UNRESTRICTED GENERAL 35,000

STEWARD AG FOUNDATION

14513 ISLETON RD
ISLETON,CA95461 		N/A PC UNRESTRICTED GENERAL 10,000

AGROS INTERNATIONAL

2225 - 4TH AVENUE 2ND FLOOR
SEATTLE,WA981212000 		N/A PC UNRESTRICTED GENERAL 5,000

URBAN IMPACT

7728 RAINIER AVENUE S
SEATTLE,WA981184139 		N/A PC UNRESTRICTED GENERAL 18,000

BOYS & GIRLS CLUBS OF PASADENA

3230 E DEL MAR BLVD
PASADENA,CA911074640 		N/A PC UNRESTRICTED GENERAL 25,000

PASADENA SENIOR CENTER

85 E HOLLY ST
PASADENA,CA91103 		N/A PC UNRESTRICTED GENERAL 50,000

OLIVE CREST

7220 TRADE STREET SUITE 102
SAN DIEGO,CA92121 		N/A PC UNRESTRICTED GENERAL 50,000

JOURNEY HOUSE

1232 N LOS ROBLES AVE
PASADENA,CA91104 		N/A PC UNRESTRICTED GENERAL 20,000

STEPPING FORWARD LA

1270 S PREUSS RD 2154
LOS ANGELOS,CA90035 		N/A PC UNRESTRICTED GENERAL 50,000

YOUNG & HEALTHY

136 W PEORIA STREET
PASADENA,CA911033341 		N/A PC UNRESTRICTED GENERAL 6,200

CENTER FOR COMMUNITY SOLUTIONS

4508 MISSION BAY DRIVE
SAN DIEGO,CA921094919 		N/A PC UNRESTRICTED GENERAL 50,000
Total .................................right arrow 3a 671,200
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 349,934  
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 ............ 		    18 132,112  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 1,682  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   483,728  
13Total. Add line 12, columns (b), (d), and (e)..................
13
483,728
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2023 InvestmentsCorpBondsSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Name of Bond End of Year Book Value End of Year Fair Market Value
96950FAJ3 WILLIAMS PARTNERS LP    
053332AP7 AUTOZONE INC    
120827CZ1 BURBANK GLENDALE ARP    
46625HRL6 JPMORGAN CHASE & CO    
681919BA3 OMNICOM GROUP INC 100,374 98,401
912828U24 U.S. TREASURY NOTE    
94973VAX5 WELLPOINT INC    
191216AR1 COCA-COLA CO/THE    
912828X70 U.S. TREASURY NOTE    
037833AY6 APPLE INC    
084670BC1 BERKSHIRE HATHAWAY I    
912828VS6 U.S. TREASURY NOTE    
912828X47 U.S. TREASURY NOTE    
30231GAJ1 EXXON MOBIL CORPORAT    
031162CP3 AMGEN INC    
06366RJJ5 BANK OF MONTREAL    
09247XAL5 BLACKROCK INC 100,191 99,565
26138EAW9 DR PEPPER SNAPPLE GR    
85771PAV4 USD STATOIL ASA    
91324PCP5 UNITEDHEALTH GROUP I 101,267 98,572
437076BL5 HOME DEPOT INC    
912828ND8 U.S. TREASURY NOTE    

TY 2023 InvestmentsCorpStockSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Name of Stock End of Year Book Value End of Year Fair Market Value
478160104 JOHNSON & JOHNSON    
548661107 LOWES COMPANIES INC 19,707 48,071
65339F101 NEXTERA ENERGY INC 36,571 44,826
693475105 PNC FINANCIAL SERVIC    
713448108 PEPSICO INC 24,312 34,817
907818108 UNION PACIFIC CORP 18,754 34,141
91324P102 UNITEDHEALTH GROUP I 28,497 66,862
92939U106 WEC ENERGY GROUP INC 35,301 39,644
882508104 TEXAS INSTRUMENTS IN 26,076 44,490
17275R102 CISCO SYSTEMS INC    
539830109 LOCKHEED MARTIN CORP    
594918104 MICROSOFT CORP COM 47,123 141,391
037833100 APPLE INC 44,897 137,851
31620M106 FIDELITY NATL INFO S 36,790 22,827
438516106 HONEYWELL INTERNATIO 29,356 37,958
609207105 MONDELEZ INTERNATION 21,455 35,853
718546104 PHILLIPS 66    
G5960L103 MEDTRONIC PLC SHS    
025816109 AMERICAN EXPRESS CO 29,998 45,336
036752103 ANTHEM INC 27,839 41,497
075887109 BECTON DICKINSON AND    
23283R100 CYRUSONE INC    
756109104 REALTY INCOME CORP    
G1151C101 ACCENTURE PLC SHS 29,647 67,375
H1467J104 CHUBB LTD    
166764100 CHEVRONTEXACO CORP 36,929 43,406
20030N101 COMCAST CORP 42,178 45,692
695156109 PACKAGING CORP OF AM 18,102 26,880
718172109 PHILIP MORRIS INTERN 33,911 35,186
12572Q105 CME GROUP INC    
G5494J103 LINDE PLC REG SHS    
00206R102 AT&T INC    
194162103 COLGATE PALMOLIVE CO    
459506101 INTERNATIONAL FLAVOR    
46625H100 J P MORGAN CHASE & C 38,766 56,984
571748102 MARSH & MCLENNAN COS 19,741 46,231
G0177J108 ALLERGAN PLC    
G47791101 INGERSOLL-RAND PLC    
254687106 WALT DISNEY CO/THE    
58933Y105 MERCK AND CO INC SHS    
620076307 MOTOROLA SOLUTIONS I 29,995 65,436
264411505 DUKE REALTY CORP    
580135101 MC DONALDS CORPORATI 23,213 34,395
808513105 CHARLES SCHWAB CORP/ 33,945 45,821
00287Y109 ABBVIE INC 24,486 44,786
G8994E103 TRANE TECHNOLOGIES P 10,836 38,048
46269C102 IRIDIUM COMMUNICATIO    
90089L108 TUSIMPLE HOLDINGS IN    
77543R102 ROKU INC 5,731 3,483
L8681T102 SPOTIFY TECH S.A. RE 292 376
91332U101 UNITY SOFTWARE INC 4,004 2,249
98980L101 ZOOM VIDEO 8,574 3,236
45826J105 INTELLIA THERAPEUTIC 5,375 2,470
92337F107 VERACYTE INC 1,404 825
88025U109 10X GENOMICS INC REG 1,584 895
770700102 ROBINHOOD MARKETS, I 3,004 1,618
31189P102 FATE THERAPEUTICS OR    
69553P100 PAGERDUTY INC REG SH 2,619 1,435
872540109 TJX COS INC/THE 31,387 43,434
11135F101 BROADCOM INC 37,503 89,300
69404D108 PACIFIC BIOSCIENCES 1,746 942
28106W103 EDITAS MEDICINE INC    
46185L103 INVITAE CORP 7,705 102
69608A108 PALANTIR TECHNOLOGIE 731 1,030
002824100 ABBOTT LABORATORIES 51,518 48,651
256163106 DOCUSIGN INC    
88160R101 TESLA MTRS INC 2,476 3,230
30063P105 EXACT SCIENCES CORP 588 666
90138F102 TWILIO INC CL A 5,069 2,200
H17182108 CRISPR THERAPEUTICS 5,927 2,817
90184L102 TWITTER INC    
90214J101 2U INC SHS 2,348 71
87918A105 TELADOC INC 11,677 1,530
26142R104 DRAFTKINGS INC    
852234103 SQUARE INC SHS 7,877 3,945
931142103 WAL MART STORES INC 33,366 36,417
90364P105 UIPATH INC CL A 4,028 3,279
M85548101 STRATASYS LTD    
071813109 BAXTER INTERNATIONAL    
82509L107 SHOPIFY INC 1,647 2,103
19260Q107 COINBASE GLOBAL INC 2,475 5,913
37611X100 GINKGO BIOWORKS HOLD 1,765 1,007
771049103 ROBLOX CORP REG SHS 1,925 2,012
G29183103 EATON CORP PLC 29,200 45,515
74168J101 PRIME MEDICINE ORD 440 222
26142V105 DRAFTKINGS INC 1,406 1,410
90184D100 TWIST BIOSCIENCE COR 449 590
81141R100 SEA LTD 113 41
666807102 NORTHROP GRUMMAN COR 26,871 23,875
57636Q104 MASTERCARD INC 43,870 52,034
256677105 DOLLAR GENERAL CORP    
07373V105 BEAM THERAPEUTICS IN 691 517
67066G104 NVIDIA CORP 142 495
92539P101 VERVE THERAPEUTICS I 430 321
74340W103 PROLOGIS INC 45,318 58,252
03027X100 AMERICAN TOWER REIT 40,041 48,357
03945R102 ARCHER AVIATION INC 576 583
30231G102 EXXON MOBIL CORP 48,479 42,791
30303M102 FACEBOOK INC 550 708
72352L106 PINTEREST INC 525 519
75629V104 RECURSION 718 996
78409V104 S&P GLOBAL INC 36,421 40,968
880770102 TERADYNE INC 879 868
88339J105 TRADE (THE) DESK INC 654 720
98978V103 ZOETIS INC 40,777 43,619
G54950103 LINDE PLC NEW 24,831 61,196

TY 2023 InvestmentsGovtObligationsSch
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
US Government Securities - End of Year Book Value:

673,116
US Government Securities - End of Year Fair Market Value:

667,199
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 InvestmentsOtherSchedule2
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
6AIX40000 ASSET HOLDING      
32008F606 FIRST EAGLE GLOBAL F      
464287507 ISHARES CORE S&P MID AT COST 479,306 949,835
74253Q747 PRINCIPAL MIDCAP FUN AT COST 319,020 452,311
74441R508 PRUDENTIAL SHORT TER AT COST 980,583 940,712
315918821 FIDELITY ADVISOR HEA AT COST 411,913 572,997
72201M594 PIMCO SHORT-TERM FUN      
413838731 OAKMARK INTERNATIONA      
30254T759 FPA CRESCENT FUND      
72201M792 PIMCO LOW DURATION I      
00141L814 INVESCO EUROPEAN SMA      
0075W0759 EDGEWOOD GROWTH FUND AT COST 641,511 1,031,119
88166L876 TETON WESTWOOD MIGHT      
901165100 TWEEDY BROWNE GLOBAL      
464287200 ISHARES CORE S&P 500 AT COST 1,329,038 2,509,244
577130834 MATTHEWS PACIFIC TIG      
003021714 ABERDEEN EMERGING      
464285105 ISHARES COMEX GOLD T      
81369Y605 FINANCIAL SELECT SEC      
BEG BALANCE      
00143W875 INVESCO OPPENHEIMER      
62827M706 EVENTIDE HEALTHCARE      
464288885 ISHARES MSCI EAFE GR      
19248B404 COHEN & STEERS GLOBA      
258620103 DOUBLELINE TOTAL RET      
922908736 VANGUARD GROWTH ETF      
413838723 OAKMARK INTERNATIONA      
464285204 ISHARES GOLD TR SHS AT COST 1,305,710 1,561,200
258620863 DOUBLELINE LOW DURAT AT COST 300,383 290,664
921946406 VANGUARD HIGH DIVIDE AT COST 423,123 469,586
464287655 ISHARES RUSSELL 2000      
09260B747 BLACKROCK FLOATING R AT COST 331,974 338,569
92204A306 VANGUARD ENERGY ETF AT COST 202,534 218,398
921946794 VANGUARD WHITEHALL F      
258620301 DOUBLELINE CORE FIXE AT COST 469,343 500,978
464287234 ISHARES MSCI EMERGIN AT COST 153,732 163,856
464287465 ISHARES MSCI EAFE ET AT COST 408,451 446,258
464288760 ISHARES US AEROSPACE AT COST 113,178 127,033
922908751 VANGUARD SMALL-CAP E AT COST 367,970 428,786

TY 2023 LegalFeesSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL & PROFESSIONAL SERVICES 2,018     2,018


TY 2023 OtherDecreasesSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Description Amount
TYE INCOME ADJUSTMENT 3,472
COST ADJUSTMENT 471
ACCRUED INTEREST ADJUSTMENT 587


TY 2023 OtherExpensesSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - PROCEEDS 3,703 3,703   0
OTHER EXPENSE (NON-DEDUCTIBLE   0   0
OTHER CHARITABLE EXPENSES 11,203 0   11,203


TY 2023 OtherIncomeSchedule2
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,682 0  


TY 2023 OtherIncreasesSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Description Amount
TYE SALES ADJUSTMENT 45,269


TY 2023 OtherProfessionalFeesSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 47,602 28,561   19,041


TY 2023 TaxesSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,050 1,050   0
FOREIGN TAXES ON NONQUALIFIED 576 576   0