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
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)PO Box 833
  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 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$95,871,924J 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 right arrow.............
3 Interest on savings and temporary cash investments 181,416 181,416  
4 Dividends and interest from securities... 797,591 797,591  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,893,115
b Gross sales price for all assets on line 6a 9,425,512
7 Capital gain net income (from Part IV, line 2)... 1,893,115
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
List of Attached Documents:
// Content
562,771 570,771  
12 Total. Add lines 1 through 11........ 3,434,893 3,442,893  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 190,004 9,500   180,504
14 Other employee salaries and wages...... 190,011 9,501   180,511
15 Pension plans, employee benefits....... 120,068 6,003   114,065
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
429 214 0 214
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
112,900 11,290 0 101,610
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
220,575     220,575
17 Interest............... 42,634 42,634    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
82,528 33,476    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 94,586     94,586
21 Travel, conferences, and meetings....... 105,377     105,377
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
838,890 785,182   53,709
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,998,002 897,800 0 1,051,151
25 Contributions, gifts, grants paid....... 3,792,178 3,792,178
26 Total expenses and disbursements. Add lines 24 and 25 5,790,180 897,800 0 4,843,329
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,355,287
b Net investment income (if negative, enter -0-) 2,545,093
c Adjusted net income (if negative, enter -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............. 1,050,830 177,793 177,793
2 Savings and temporary cash investments......... 3,332,295 2,462,805 2,462,805
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 7,343,796 7,082,795 6,569,746
b Investments—corporate stock (attach schedule)....... 8,884,051 Click to see attachment
List of Attached Documents:
// Content
6,880,345 		12,170,486
c Investments—corporate bonds (attach schedule).......      
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).......... 40,676,795 Click to see attachment
List of Attached Documents:
// Content
42,293,541 		74,483,338
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
7,756 		Click to see attachment
List of Attached Documents:
// Content
7,756 		Click to see attachment
List of Attached Documents:
// Content
7,756
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 61,295,523 58,905,035 95,871,924
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 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........... 61,295,523 58,905,035
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........    
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)..... 61,295,523 58,905,035
30 Total liabilities and net assets/fund balances (see instructions). 61,295,523 58,905,035
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
61,295,523
2
Enter amount from Part I, line 27a .....................
2
-2,355,287
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
58,940,236
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
35,201
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
58,905,035
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 BERNSTEIN 3557 P    
b BERNSTEIN 3557 P    
c FNZ 0333 D    
d FNZ 0333 P    
e FNZ 0333 P    
FNZ 0334 P    
FNZ 0334 P    
FNZ 0334 P    
BERNSTEIN 3032 P    
GS VINTAGE FUND III     2023-06-08
GS VINTAGE FUND III DISPOSITION     2023-06-08
(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 3,264,371   3,333,238 -76,821
b 408,305   426,380 -18,076
c 780,915   742,994 37,921
d 2,430,779   1,363,177 1,067,602
e 31     16
804,669   861,301 -56,632
14,102   13,817 285
1,072,629   1,007,120 65,509
652,135   622,062 30,073
2,424     2,424
0   82,879 -82,879
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       -68,867
b       -18,075
c       37,921
d       1,067,602
e       31
      -56,632
      285
      65,509
      30,073
      2,424
      -82,879
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,893,115
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 35,377
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 35,377
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 35,377
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 124,692
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 124,692
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 89,315
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow89,315 Refundedright arrow 11  
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 arrowCO, 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 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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.JFFND.ORG
14
The books are in care ofright arrowDYLAN HOOS Telephone no.right arrow (212) 343-1002

Located atright arrow220 E COLORADO AVETELLURIDECO ZIP+4right arrow81435
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)
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
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
JAMES M JOHNSON CHAIRMAN - as needed
0 		0 0 0
PO Box 833
TELLURIDE,CO81435
JESSE D JOHNSON TREASURER - as needed
0 		0 0 0
PO Box 833
TELLURIDE,CO81435
ASA J JOHNSON SECRETARY - as needed
0 		0 0 0
PO Box 833
TELLURIDE,CO81435
THOMAS P JOHNSON JR PRESIDENT - AS NEEDED
0 		0 0 0
PO Box 833
TELLURIDE,CO81435
PAUL L HOKEYMEYER TRUSTEE - AS NEEDED
0 		0 0 0
PO Box 833
TELLURIDE,CO81435
INA J SMITH TRUSTEE - AS NEEDED
0 		0 0 0
PO Box 833
TELLURIDE,CO81435
DYLAN HOOS Executive Director
40.0 		190,004 28,693 0
PO Box 833
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
MIA LEGASPI-CAVIN PROGRAM OFFICER
40.0 		105,011 10,960  
220 E COLORADO
TELLURIDE,CO81435
JAMISON LERNER PROGRAM OFFICER
40.0 		85,000 46,048  
220 E COLORADO
TELLURIDE,CO81435
Total number of other employees paid over $50,000...................right arrow  
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
NYE STREET PARTNERS LLC ACCOUNTING 112,900
18 DIVISION STREET 301
SARATOGA SPRINGS,NY12866
SUMMIT ROCK ADVISORS INVESTMENT ADVICE 230,227
9W 57TH ST 1200
NEW YORK,NY10019
Richard Burns CONSULTANT 148,575
242 East 19th Street
NEW YORK,NY10003
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................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
25,762,283
b
Average of monthly cash balances.......................
1b
4,061,299
c
Fair market value of all other assets (see instructions)................
1c
64,959,636
d
Total (add lines 1a, b, and c).........................
1d
94,783,218
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
94,783,218
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,421,748
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
93,361,470
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,668,074
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
4,668,074
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
35,377
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
35,377
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,632,697
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
4,632,697
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
4,632,697
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
4,843,329
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
4,843,329
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 4,632,697
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 4,756,113
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,843,329
a Applied to 2022, but not more than line 2a 4,756,113
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 2023 distributable amount..... 87,216
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 .......... 		 
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		4,545,481
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
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).)
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 right arrow
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 (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

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 60,000

Bethany College

31 E Campus Dr 3
Bethany,WV26032 		None PC General Charitable 100,000

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 20,000

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

Fund for the City of New York

121 Sixth Avenue 6th Fl
New York,NY10013 		None PC General Charitable 25,000

Funders for Lesbian & Gay Issues

104 West 29th Street 4th Floor
New York,NY10001 		None PC General Charitable 15,000

Girls Educational and Mentoring Services

201 W 148th Street Ground Floor
New York,NY10039 		None PC General Charitable 25,000

GLSEN Inc

110 William St 30th Fl
New York,NY10038 		None PC General Charitable 50,000

Lambda Legal Defense and Education Fund

120 Wall St 19th Floor
New York,NY10005 		None PC General Charitable 30,000

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 30,000

Natural Resources Defense Council (NRDC)

40 West 20th Street
New York,NY10011 		None PC General Charitable 10,000

New Venture Fund

1201 Connecticut Ave NW Suite 300
Washington,DC20036 		None PC General Charitable 50,000

North Star Fund Inc

520 8th Avenue Suite 1800
New York,NY10018 		None PC General Charitable 82,500

One Colorado Education Fund

1490 N Lafayette St Ste 304
Denver,CO80218 		None PC General Charitable 30,000

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 7,500

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 Foundation

PO Box 4222 220 E Colorado Ave S
Telluride,CO81435 		None PC General Charitable 132,000

Telluride Mountain School Inc

200 San Miguel River Dr
Telluride,CO81435 		None PC General Charitable 97,200

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

Trustees of Columbia Univ of NYC

622 West 113th Street Mail Code 452
New York,NY10025 		None PC General Charitable 5,300

Vermont Community Foundation

3 Court Street
Middlebury,VT05753 		None PC General Charitable 250,000

CENTER FOR RURAL AFFAIRS

PO BOX 136
LYONS,NE68038 		None PC General charitable 25,000

CORNELL UNIVERSITY

377 PINE TREE ROAD
ITHACA,NY14850 		NONE PC GENERAL CHARITABLE 15,000

DEMOS

80 BROAD STREET 4TH FLOOR
NEW YORK,NY10004 		NONE PC GENERAL CHARITABLE 20,000

EDUCATORS FOR EXCELLENCE

80 PINE STREET 28TH FLOOR
NEW YORK,NY10005 		NONE PC GENERAL CHARITABLE 25,000

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 20,000

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 20,000

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 MEDICAL CENTER FOUNDATION

PO BOX 1229
TELLURIDE,CO81435 		NONE PC GENERAL CHARITABLE 10,000

TELLURIDE MOUNTAIN CLUB

PO BOX 1201
TELLURIDE,CO81435 		NONE PC GENERAL CHARITABLE 20,000

CARBON UNDERGROUND

8800 VENICE BLVD SUITE 322
LOS ANGELES,CA90034 		NONE PC GENERAL CHARITABLE 20,000

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 20,000

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 35,000

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 10,500

NATIONAL LGBTQ TASK FORCE

1325 MASSACHUSETTS AVE NW
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE 20,500

VERMONT PUBLIC RADIO

365 TROY AVE
COLCHESTER,VT05446 		NONE PC GENERAL CHARITABLE 30,678

TELLURIDE AIDS BENEFIT

PO BOX 3819
TELLURIDE,CO81435 		NONE PC GENERAL CHARITABLE 10,000

CENTER FOR POPULAR DEMOCRACY

449 TROUTMAN STREET
BROOKLYN,NY11237 		NONE PC GENERAL CHARITABLE 25,000

CENTER FOR SCIENCE IN THE PUBLIC INTEREST

1250 I STREET NW
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE 15,000

EDGE AND CENTER INC

PO BOX 1905
SAG HARBOR,NY11963 		NONE PC GENERAL CHARITABLE 10,000

FAIR COUNT INC

PO BOX 170382
ATLANTA,GA30317 		NONE PC GENERAL CHARITABLE 25,000

GUNSDOWN INC

PO BOX 3984
YOUNGSTOWN,OH44513 		NONE PC GENERAL CHARITABLE 25,000

NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE
STE 100
ARLINGTON,VA22203 		NONE PC GENERAL CHARITABLE 20,000

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 25,000

ST ANDREWS SCHOOL OF DELAWARE INC

350 NOXONTOWN ROAD
MIDDLETOWN,DE19709 		NONE PC GENERAL CHARITABLE 60,000

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 24,500

ALLIANCE FOR YOUTH ORGANIZING

915 5TH STREET NW
WASHINGTON,DC20001 		NONE PC GENERAL CHARITABLE 10,000

CAMP DUDLEY

126 DUDLEY ROAD
WESTPORT,NY12993 		NONE PC GENERAL CHARITABLE 1,000

EQUALITY FEDERATION INSTITUTE

818 SW 3RD AVE 141
PORTLAND,OR97204 		NONE PC GENERAL CHARITABLE 20,000

EXTRA MILE EDUCATION FOUNDATION

603 STANWIX STREET SUITE 348
PITTSBURGH,PA15222 		NONE PC GENERAL CHARITABLE 5,000

FAULTLESS INC

67459 OAK LEAF DRIVE
MONTROSE,CA81401 		NONE PC GENERAL CHARITABLE 10,000

GRACE REINS

PO BOX 2646
TELLURIDE,CO81435 		NONE PC GENERAL CHARITABLE 10,000

LGBTQ VICTORY INSTITUTE

1133 15TH STREET NW SUITE 350
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE 30,000

NEW ECONOMY PROJECT

121 W 27TH STREET SUITE 804
NEW YORK,NY10001 		NONE PC GENERAL CHARITABLE 15,000

NORTHEAST ORGANIC FARMING

39 BRIDGE STREET
RICHMOND,VT05477 		NONE PC GENERAL CHARITABLE 45,000

PARTNERSHIP FOR CIVIL JUSTICE FUND

617 FLORIDA AVE NW
WASHINGTON,DC20001 		NONE PC GENERAL CHARITABLE 10,000

PIRATES CHARITIES

115 FEDERAL STREET
PITTSBURGH,PA15212 		NONE PC GENERAL CHARITABLE 25,000

PROTECT DEMOCRACY PROJECT

2020 PENNSYLVANIA AVE NW 163
WASHINGTON,DC20006 		NONE PC GENERAL CHARITABLE 10,000

ROLLINS COLLEGE

PO BOX 850001 DEPT 9921
ORLANDO,FL32885 		NONE PC GENERAL CHARITABLE 50,000

SAG HARBOR CINEMA ARTS CENTER

90 MAIN STREET PO BOX 152
SAG HARBOR,NY11963 		NONE PC GENERAL CHARITABLE 10,000

SPRING STREET CLIMATE FUND

PO BOX 24685
BROOKLYN,NY11202 		NONE PC GENERAL CHARITABLE 30,000

TELLURIDE REPERTORY THEATRE COMPANY

PO BOX 2469
TELLURIDE,CO81435 		NONE PC GENERAL CHARITABLE 20,000

THE LGBTQ COMMUNITY CENTER OF THE DESERT

1301 N PALM CANYON DRIVE
PALM SPRINGS,CA92262 		NONE PC GENERAL CHARITABLE 10,000

WORLD CENTRAL KITCHEN INCORPORATED

655 NEW YORK AVE NW 6TH FLOOR
WASHINGTON,DC20001 		NONE PC GENERAL CHARITABLE 25,000

African Film Festival

154 W 18th St Apt 2A
New York,NY10011 		NONE PC GENERAL CHARITABLE 18,000

Amalgamated Foundation

1825 K St NW
Washington,DC20006 		NONE PC GENERAL CHARITABLE 22,500

Angel Baskets

PO Box 2200 PMB 574
Telluride,CO81435 		NONE PC GENERAL CHARITABLE 5,000

Bridge USA

430 Courtyard Avenue
San Francisco,CA94110 		NONE PC GENERAL CHARITABLE 10,000

CFES Brilliant Pathways

PO Box 247 2303 Main Street
Essex,NY12936 		NONE PC GENERAL CHARITABLE 25,000

Citizen's Committee for Children of NY

14 Wall Street Ste 4E
New York,NY10005 		NONE PC GENERAL CHARITABLE 10,000

Coalition for Open Democracy

4 Park Street
Concord,NH03301 		NONE PC GENERAL CHARITABLE 10,000

Community Justice

PO Box 89385
Los Angeles,CA90088 		NONE PC GENERAL CHARITABLE 35,000

Corporate Accountability

10 Milk Street Suite 610
Boston,MA02108 		NONE PC GENERAL CHARITABLE 30,000

Democracy North Carolina

3000 Aerial Center Pkwy Ste 160
Morrisville,NC27560 		NONE PC GENERAL CHARITABLE 10,000

Education Trust NY

1501 K St NW Suite 200
Washington,DC20005 		NONE PC GENERAL CHARITABLE 10,000

Equal Ground Education Fund Inc

424 E Central Blvd Unit 650
Orlando,FL32801 		NONE PC GENERAL CHARITABLE 10,000

Equality Florida Institute Inc

PO Box 20786
Tampa,FL33622 		NONE PC GENERAL CHARITABLE 22,500

Equality New Mexico Foundation

PO Box 27070
Albuquerque,NM87125 		NONE PC GENERAL CHARITABLE 15,000

Equality Virginia

PO Box 17860
Rihmond,VA23226 		NONE PC GENERAL CHARITABLE 15,000

Everytown for Gun Safety Support Fund Inc

PO Box 3886
New York,NY10163 		NONE PC GENERAL CHARITABLE 20,000

Fair Elections Center

PO Box 66
Mariette,OH45750 		NONE PC GENERAL CHARITABLE 25,000

Four Corners Rainbow Youth Center

701 Camino Del Rio 108
Durango,CO81301 		NONE PC GENERAL CHARITABLE 4,000

Giffords Law Cntr to Prevent Gun Violence

268 Bush Street 555
San Francisco,CA20000 		NONE PC GENERAL CHARITABLE 20,000

GLAD

18 Tremont St Suite 950
Boston,MA02108 		NONE PC GENERAL CHARITABLE 10,000

Global Impact

1199 N Fairfax St Suite 300
Alexandria,VA22314 		NONE PC GENERAL CHARITABLE 75,000

John Hopkins Center for Gun Violence

12529 Collections Center Drive
Chicago,MD60693 		NONE PC GENERAL CHARITABLE 20,000

Latinojustice Pride

475 Riverside Dr Ste 1901
New York,NY10115 		NONE PC GENERAL CHARITABLE 10,000

Maine Peoples Resource Center

565 Congress St Ste 200
Portland,ME04101 		NONE PC GENERAL CHARITABLE 10,000

March for Our Lives Foundation

PO Box 3417
New York,NY10008 		NONE PC GENERAL CHARITABLE 20,000

Media Matters for America

PO Box 44811
Washington,DC20026 		NONE PC GENERAL CHARITABLE 22,500

Minnesota Voice

165 Western Ave N Ste 8
Saint Paul,MN55102 		NONE PC GENERAL CHARITABLE 10,000

New York City Aids Memorial Inc

PO Box 23
New York,NY10159 		NONE PC GENERAL CHARITABLE 10,000

Ohio Voice

PO Box 428
Columbus,OH43216 		NONE PC GENERAL CHARITABLE 10,000

Ole Education Fund

411 Bellamah Ave NW
Albuquerque,NM87102 		NONE PC GENERAL CHARITABLE 10,000

Pennsylvania Voice

123 S Broad St Ste 630
Philadelphia,PA19109 		NONE PC GENERAL CHARITABLE 10,000

Shelburne Farms

1611 Harbor Rd
Shelburne,VT05482 		NONE PC GENERAL CHARITABLE 15,000

Telluride Humane Society

PO Box 455
Telluride,CO81435 		NONE PC GENERAL CHARITABLE 3,000

The Action Lab

23 Barnes Road
Ossining,NY10562 		NONE PC GENERAL CHARITABLE 15,000

The Gendercool Project

1954 First Street 153
Highland Park,IL60035 		NONE PC GENERAL CHARITABLE 22,500

US Public Interest Research Grp Education

600 Pennsylvania Avenue SE Suite 40
Washington,DC20003 		NONE PC GENERAL CHARITABLE 80,000

Vermont Works for Women

32A Mallets Bay Ave
Winooski,VT05404 		NONE PC GENERAL CHARITABLE 20,000

Violence Policy Center

805 51th St NW Suite 601
Washington,DC20005 		NONE PC GENERAL CHARITABLE 70,000

VT Community Fdn

3 Court Street
Middlebury,VT05753 		NONE PC GENERAL CHARITABLE 75,000
Total .................................right arrow 3a 3,792,178
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 ........... 		    14 181,416  
4 Dividends and interest from securities ....     14 797,591  
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 ..... 900000 0 01 570,771  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,893,115  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,442,893  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,442,893
(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.
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with the preparer shown below?
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Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
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Firm's name SmallBullet
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 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 112,900 11,290   101,610

TY 2023 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 2023 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 2023 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 3,953,547 4,804,702
STATE STREET 33.3 PUB TRD SEC 2,926,798 7,365,784

TY 2023 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 3557/3032 - FUNDS   7,810,977 7,668,210
GS VINTAGE FUND III OFFSHORE   0 0
GS MEZZANINE PARTNERS   0 0
WHITEHALL STREET INTL RE CORP   908,450 3,320
SUMMIT ROCK FIXED INCOME   0 0
SUMMIT ROCK HEDGED EQUITY   1,872,361 8,774,037
SUMMIT ROCK DIVERSIFIED STRAT   5,075,607 11,631,769
SUMMIT ROCK SELECTED EQUITY   5,250,000 15,864,275
SUMMIT ROCK PRIVATE EQUITY   0 1,455,364
SUMMIT ROCK PRIV EQ PORT II   3,433,723 6,302,009
STONETOWN 5 LLLP   169,674 305,580
SUMMIT ROCK PRIV EQ PORT III   4,781,677 7,945,058
STONETOWN QRV SIDECAR   111,768 209,699
STONETOWN 6 LLLP   404,232 447,600
SUMMIT ROCK PRIV EQU PORT IV   3,953,950 5,000,148
DENNIS SCHILL MANOR ASSOCIATES   9,488 9,488
ALUA OFFSHORE FUND   3,000,000 3,133,262
SUMMIT ROCK PRIV EQU PORT V   2,841,876 2,857,680
STONETOWN VINTAGE   0 367,000
BLACKROCK MULTI-STRAT CREDIT   2,538,000 2,366,549
SUMMIT ROCK PRIV EQU PORT VI   131,758 142,290

TY 2023 LegalFeesSchedule
Name:
THE THOMAS PHILLIPS AND JANE
 
MOORE JOHNSON FOUNDATION
EIN:
25-6357015
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 429 214   214


TY 2023 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 2023 OtherDecreasesSchedule
Name:
THE THOMAS PHILLIPS AND JANE
 
MOORE JOHNSON FOUNDATION
EIN:
25-6357015
Description Amount
OTHER BASIS ADJUSTMENTS 3,628
NONDEDUCTIBLE EXPENSES 31,573


TY 2023 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 230,227 230,227    
PORTFOLIO DEDUCTIONS FROM K-1S 553,696 553,696    
MEMBERSHIP FEES 1,472     1,472
OTHER EXPENSES 21,728     21,728
INSURANCE 6,596     6,596
TECHNOLOGY 25,171 1,259   23,913


TY 2023 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 567,521 567,521  
OTHER INCOME 3,250 3,250  
K-1 INVESTMENTS - UBTI -8,000    


TY 2023 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
RICHARD BURNS 148,575     148,575


TY 2023 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 3,984 3,984    
BROKERAGE ACCTS - FOREIGN TAX 29,492 29,492    
FEDERAL TAX 49,052