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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
MILTON AND DENICE JOHNSON FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)3100 WEST END AVE 700
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37203
A Employer identification number

85-6607033
B Telephone number (see instructions)

(615) 292-3011
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$32,078,878J 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 477,177 477,177  
4 Dividends and interest from securities... 341,192 341,192  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,086,586
b Gross sales price for all assets on line 6a 11,791,009
7 Capital gain net income (from Part IV, line 2)... 8,625,986
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 5,904,955 9,444,355  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,724 0   20,724
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
61,439 61,439   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
133,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
91 0   91
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 215,254 61,439   20,815
25 Contributions, gifts, grants paid....... 1,420,500 1,420,500
26 Total expenses and disbursements. Add lines 24 and 25 1,635,754 61,439   1,441,315
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,269,201
b Net investment income (if negative, enter -0-) 9,382,916
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 3,678 7,363 7,363
2 Savings and temporary cash investments......... 5,305,661 11,054,868 11,054,868
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)      
b Investments—corporate stock (attach schedule)....... 23,919,257 Click to see attachment
List of Attached Documents:
// Content
19,992,889 		19,992,889
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).......... 342,719 Click to see attachment
List of Attached Documents:
// Content
1,023,758 		1,023,758
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
31,400 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 29,602,715 32,078,878 32,078,878
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) Click to see attachment
List of Attached Documents:
// Content
61,234 		Click to see attachment
List of Attached Documents:
// Content
5,909
23 Total liabilities (add lines 17 through 22)......... 61,234 5,909
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........... 29,541,481 32,072,969
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)..... 29,541,481 32,072,969
30 Total liabilities and net assets/fund balances (see instructions). 29,602,715 32,078,878
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
29,541,481
2
Enter amount from Part I, line 27a .....................
2
4,269,201
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
33,810,682
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,737,713
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
32,072,969
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES      
b HCA COVERED CALL OPTION PREMIUM UNEXERCISED P 2024-02-13 2024-03-15
c HCA COVERED CALL OPTION PREMIUM UNEXERCISED P 2024-02-20 2024-04-19
d HCA COVERED CALL OPTION PREMIUM UNEXERCISED P 2024-03-18 2024-05-17
e HCA COVERED CALL OPTION PREMIUM UNEXERCISED P 2024-04-11 2024-06-21
HCA COVERED CALL OPTION PREMIUM UNEXERCISED P 2024-02-26 2024-04-10
HCA COVERED CALL OPTION PREMIUM UNEXERCISED P 2024-03-04 2024-05-02
HCA COVERED CALL OPTION PREMIUM UNEXERCISED P 2024-04-22 2024-07-11
HCA COVERED CALL OPTION PREMIUM UNEXERCISED P 2024-05-10 2024-08-07
HCA COVERED CALL OPTION PREMIUM UNEXERCISED P 2024-05-20 2024-08-07
BNP PARIBAS STRUCTURED NOTE DUE 01/12/2024 P 2022-04-07 2024-01-12
CITIGROUP INC. STRUCTURED NOTE DUE 03/21/2024 P 2022-03-14 2024-03-21
(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 11,622,379   3,071,023 8,551,356
b 4,050     4,050
c 5,060     5,060
d 6,840     6,840
e 3,800     3,800
3,660     3,660
12,121     12,121
5,260     5,260
3,830     3,830
2,460     2,460
53,864   44,000 9,864
67,685   50,000 17,685
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       8,551,356
b       4,050
c       5,060
d       6,840
e       3,800
      3,660
      12,121
      5,260
      3,830
      2,460
      9,864
      17,685
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 8,625,986
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) 1 130,423
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........................... 3 130,423
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- ..... 5 130,423
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 158,999
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 158,999
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
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 28,576
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow28,576 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowTN
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 2024 or the taxable year beginning in 2024? 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 arrowN/A
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (615) 292-3011

Located atright arrow3100 WEST END AVE 700NASHVILLETN ZIP+4right arrow37203
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
R MILTON JOHNSON CHAIRMAN
1.00 		0 0 0
3100 WEST END AVE STE 700
NASHVILLE,TN37203
DENICE JOHNSON TRUSTEE
1.00 		0 0 0
3100 WEST END AVE STE 700
NASHVILLE,TN37203
KAITLYN JOHNSON TRUSTEE
0.00 		0 0 0
3100 WEST END AVE STE 700
NASHVILLE,TN37203
TYLER JOHNSON TRUSTEE
0.00 		0 0 0
3100 WEST END AVE STE 700
NASHVILLE,TN37203
CLARK ROLLINS TRUSTEE
0.00 		0 0 0
3100 WEST END AVE STE 700
NASHVILLE,TN37203
LYNDSEY ROLLINS TRUSTEE
0.00 		0 0 0
3100 WEST END AVE STE 700
NASHVILLE,TN37203
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 (2024)
Form 990-PF (2024)
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
23,940,749
b
Average of monthly cash balances.......................
1b
9,477,734
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
33,418,483
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
33,418,483
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
501,277
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
32,917,206
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,645,860
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
1,645,860
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
130,423
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
130,423
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,515,437
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,515,437
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
1,515,437
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
1,441,315
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,441,315
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,515,437
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 76,549
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,441,315
a Applied to 2023, but not more than line 2a 76,549
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 2024 distributable amount..... 1,364,766
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		150,671
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
R MILTON JOHNSON
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ABE'S GARDEN

115 WOODMONT BLVD
NASHVILLE,TN37205 		N/A PC CAPITAL CAMPAIGN 100,000

ADOPTION PROJECT

1585 WEBB ROAD
EAGLEVILLE,TN37060 		N/A PC OPERATIONAL SUPPORT 25,000

ALIVE HOSPICE

1718 PATTERSON STREET
NASHVILLE,TN37203 		N/A PC OPERATIONAL SUPPORT 10,000

AMERICAN RED CROSS OF TENNESSEE

2201 CHARLOTTE AVENUE
NASHVILLE,TN37203 		N/A PC OPERATIONAL SUPPORT 10,000

BELMONT UNIVERSITY

1900 BELMONT BLVD
NASHVILLE,TN37212 		N/A PC OPERATIONAL SUPPORT 10,000

BOY SCOUTS OF AMERICA

PO BOX 150409
NASHVILLE,TN372150409 		N/A PC OPERATIONAL SUPPORT 5,000

CHEEKWOOD

1200 FORREST PARK DRIVE
NASHVILLE,TN37205 		N/A PC OPERATIONAL SUPPORT 10,000

COMMUNITIES IN SCHOOLS OF TENNESSEE

500 INTERSTATE BLVD S SUITE 100
NASHVILLE,TN37210 		N/A PC OPERATIONAL SUPPORT 25,000

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

3421 BELMONT BLVD
NASHVILLE,TN37215 		N/A PC VOICES FOR A SAFER TENNESSEE COMMUNITY EDUCATION FUND 10,000

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

3421 BELMONT BLVD
NASHVILLE,TN37215 		N/A PC METROPOLITAN NASHVILLE POLICE SUPPORT FUND 50,000

EASTERSEALS TENNESSEE

500 WILSON PIKE CIRCLE STE 228
BRENTWOOD,TN37027 		N/A PC OPERATIONAL SUPPORT 5,000

FAITH FAMILY MEDICAL CENTER

326 21ST AVE NORTH
NASHVILLE,TN37203 		N/A PC OPERATIONAL SUPPORT 5,000

FAMILY AND CHILDREN'S SERVICES

2400 CLIFTON AVE
NASHVILLE,TN37209 		N/A PC CAPITAL SUPPORT 100,000

FRIENDS OF RADNOR LAKE

1160 OTTER CREEK ROAD
NASHVILLE,TN37220 		N/A PC OPERATIONAL SUPPORT 5,000

FRIENDS OF WARNER PARKS

50 VAUGHN ROAD
NASHVILLE,TN37221 		N/A PC OPERATIONAL SUPPORT 5,000

FRIST ART MUSEUM

919 BROADWAY
NASHVILLE,TN37203 		N/A PC OPERATIONAL SUPPORT 30,000

GOODWILL INDUSTRIES OF MIDDLE TENNESSEE

937 HERMAN STREET
NASHVILLE,TN37208 		N/A PC OPERATIONAL SUPPORT 10,000

GREENWAYS FOR NASHVILLE

PO BOX 196340
NASHVILLE,TN372196340 		N/A PC OPERATIONAL SUPPORT 25,000

INTERFAITH DENTAL

600 HILL AVENUE SUITE 101
NASHVILLE,TN37210 		N/A PC OPERATIONAL SUPPORT 15,000

JOBS FOR TENNESSEE GRADUATES

6 SOUTH 14TH STREET
NASHVILLE,TN37206 		N/A PC OPERATIONAL SUPPORT 10,000

MAKE A WISH MIDDLE TENNESSEE

601 HILL AVE 201
NASHVILLE,TN37210 		N/A PC OPERATIONAL SUPPORT 10,000

MARCH OF DIMES MIDDLE TN CHAPTER

4636 LEBANON PIKE 153
HERMITAGE,TN37076 		N/A PC OPERATIONAL SUPPORT 10,000

MARTHA O'BRYAN CENTER

711 SOUTH SEVENTH STREET
NASHVILLE,TN372063895 		N/A PC OPERATIONAL SUPPORT 5,000

MENTAL HEALTH AMERICA

446 METROPLEX DRIVE STE A-224
NASHVILLE,TN37211 		N/A PC OPERATIONAL SUPPORT 5,000

MUSICIANS ON CALL

618 GRASSMERE PARK SUITE 1
NASHVILLE,TN37211 		N/A PC SUPPORT IN HONOR OF 25TH ANNIVERSARY 25,000

NASHVILLE DIAPER CONNECTION

PO BOX 159128
NASHVILLE,TN37215 		N/A PC OPERATIONAL SUPPORT 2,500

NASHVILLE DOLPHINS

95 WHITE BRIDGE PIKE SUITE 209
NASHVILLE,TN37205 		N/A PC OPERATIONAL SUPPORT 2,500

NASHVILLE ENTREPRENEUR CENTER

41 PEABODY STREET
NASHVILLE,TN37210 		N/A PC OPERATIONAL SUPPORT 5,000

NASHVILLE FOOD PROJECT

5904 CALIFORNIA AVENUE
NASHVILLE,TN37209 		N/A PC OPERATIONAL SUPPORT 10,000

NASHVILLE HUMANE ASSOCIATION

213 OCEOLA AVENUE
NASHVILLE,TN37209 		N/A PC OPERATIONAL SUPPORT 5,000

NASHVILLE PUBLIC LIBRARY FOUNDATION

615 CHURCH STREET
NASHVILLE,TN37219 		N/A PC OPERATIONAL SUPPORT 3,000

NASHVILLE SYMPHONY

ONE SYMPHONY PLACE
NASVHILLE,TN37201 		N/A PC OPERATIONAL SUPPORT 25,000

NASHVILLE ZOO

3777 NOLENSVILLE PIKE
NASHVILLE,TN37211 		N/A PC OPERATIONAL SUPPORT 25,000

OASIS CENTER

1704 CHARLOTTE AVENUE SUITE 200
NASHVILLE,TN37203 		N/A PC OPERATIONAL SUPPORT 10,000

ON THE AVENUE FOUNDATION

2607 WINFORD AVENUE
NASHVILLE,TN37211 		N/A PC OPERATIONAL SUPPORT 50,000

OZ ARTS

6172 COCKRILL BEND CIRCLE
NASHVILLE,TN37209 		N/A PC OPERATIONAL SUPPORT 10,000

PENCIL

7199 COCKRILL BEND BLVD
NASHVILLE,TN37209 		N/A PC REIMAGINING COMMUNITY SPACES IN MNPS 250,000

PENCIL

7199 COCKRILL BEND BLVD
NASHVILLE,TN37209 		N/A PC OPERATIONAL SUPPORT 10,000

PRESTON TAYLOR MINISTRIES

4014 INDIANA AVE
NASHVILLE,TN37209 		N/A PC OPERATIONAL SUPPORT 5,000

PROJECT REDESIGN

PO BOX 159276
NASHVILLE,TN37215 		N/A PC OPERATIONAL SUPPORT 5,000

ROCKETTOWN

601 4TH AVE S
NASHVILLE,TN37210 		N/A PC OPERATIONAL SUPPORT 5,000

SALVATION ARMY

631 DICKERSON PIKE
NASHVILLE,TN37207 		N/A PC OPERATIONAL SUPPORT 5,000

SECOND HARVEST FOOD BANK

331 GREAT CIRCLE ROAD
NASHVILLE,TN37228 		N/A PC SUPPORT FOR THE MOBILE PROGRAM AND OPERATIONS 100,000

SILOAM HEALTH

820 GALE LANE
NASHVILLE,TN37204 		N/A PC OPERATIONAL SUPPORT 10,000

ST LUKES COMMUNITY HOUSE

5601 NEW YORK AVE
NASHVILLE,TN37209 		N/A PC OPERATIONAL SUPPORT 5,000

TEACH FOR AMERICA

PO BOX 748607
ATLANTA,GA303748607 		N/A PC OPERATIONAL SUPPORT 50,000

THE FUND FOR JOHNS HOPKINS MEDICINE

750 EAST PRATT STREET SUITE 1710
BALTIMORE,MD21202 		N/A PC SCHOLARSHIP ENDOWMENT 25,000

THE MCNEILLY CENTER

100 MERIDIAN STREET
NASHVILLE,TN37207 		N/A PC OPERATIONAL SUPPORT 5,000

THISTLE FARMS

5122 CHARLOTTE PIKE
NASHVILLE,TN37209 		N/A PC OPERATIONAL SUPPORT 10,000

TRANSFORMATION LIFE CENTER

1033 DEMONBREUN ST STE 300
NASHVILLE,TN37203 		N/A PC OPERATIONAL SUPPORT 25,000

UNITED FOR HOPE

PO BOX 128045
NASHVILLE,TN37212 		N/A PC OPERATIONAL SUPPORT 40,000

UNITED WAY OF GREATER NASHVILLE

250 VENTURE CIRCLE
NASHVILLE,TN37228 		N/A PC OPERATIONAL SUPPORT 25,000

WEST NASHVILLE DREAM CENTER

PO BOX 92456
NASHVILLE,TN37209 		N/A PC OPERATIONAL SUPPORT 2,500

WOODMONT CHRISTIAN CHURCH

3601 HILLSBORO ROAD
NASHVILLE,TN37215 		N/A PC OPERATIONAL SUPPORT 175,000
Total .................................right arrow 3a 1,420,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 477,177  
4 Dividends and interest from securities ....     14 341,192  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 5,086,586  
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 5,904,955 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,904,955
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
MILTON AND DENICE JOHNSON FAMILY
 
FOUNDATION
EIN:
85-6607033
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 20,724 0   20,724

TY 2024 InvestmentsCorpStockSchedule
Name:
MILTON AND DENICE JOHNSON FAMILY
 
FOUNDATION
EIN:
85-6607033
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC. CMN CLASS A, 400 SHS 75,720 75,720
ALPHABET INC. CMN CLASS C, 425 SHS 80,937 80,937
AMAZON.COM INC CMN, 800 SHS 175,512 175,512
APPLE INC. CMN, 375 SHS 93,907 93,907
ARIS WATER SOLUTIONS, INC. CMN, 7,500 SHS 179,625 179,625
AXALTA COATING SYSTEMS LTD. CMN, 875 SHS 29,942 29,942
BANK OF AMERICA CORP CMN, 1,850 SHS 81,308 81,308
BAXTER INTERNATIONAL INC CMN, 2,400 SHS 69,984 69,984
BERKSHIRE HATHAWAY INC. CLASS B, 190 SHS 86,123 86,123
BLACKSTONE GROUP INC/THE CMN, 475 SHS 81,900 81,900
BP P.L.C. SPONSORED ADR CMN, 1,750 SHS 51,730 51,730
BRISTOL-MYERS SQUIBB COMPANY CMN, 2,500 SHS 141,400 141,400
BRIXMOR PROPERTY GROUP CMN, 8,000 SHS 222,720 222,720
CATERPILLAR INC (DELAWARE) CMN, 300 SHS 108,828 108,828
CISCO SYSTEMS, INC. CMN, 1,000 SHS 59,200 59,200
CORNING INCORPORATED CMN, 700 SHS 33,264 33,264
COSTCO WHOLESALE CORPORATION CMN, 100 SHS 91,627 91,627
DEVON ENERGY CORPORATION (NEW) CMN, 1,300 SHS 42,549 42,549
DUKE ENERGY CORPORATION CMN, 400 SHS 43,096 43,096
DUN & BRADSTREET HOLDINGS, INC. CMN, 2,800 SHS 34,888 34,888
ELANCO ANIMAL HEALTH INCORPORATED CMN, 6,500 SHS 78,715 78,715
EXTRA SPACE STORAGE INC. CMN, 400 SHS 59,840 59,840
FEDEX CORPORATION CMN, 270 SHS 75,959 75,959
GRAPHIC PACKAGING HLDGCO CMN, 2,800 SHS 76,048 76,048
GS HIGH YIELD FLOATING RATE FUND CLASS P, 159,584 SHS 1,413,910 1,413,910
HCA HEALTHCARE, INC CMN, 41,500 SHS 12,456,225 12,456,225
HONEYWELL INTL INC CMN, 325 SHS 73,414 73,414
JPMORGAN CHASE & CO CMN, 450 SHS 107,870 107,870
KINDER MORGAN INC CMN CLASS P, 5,000 SHS 137,000 137,000
L3HARRIS TECHNOLOGIES INC CMN, 340 SHS 71,495 71,495
LIONS GATE ENTERTAINMENT CORP. CMN CLASS B, 7,300 SHS 55,115 55,115
MC DONALDS CORP CMN, 200 SHS 57,978 57,978
MICRON TECHNOLOGY, INC. CMN, 980 SHS 82,477 82,477
MICROSOFT CORPORATION CMN, 200 SHS 84,300 84,300
MOHAWK INDUSTRIES INC COMMON STOCK, 380 SHS 45,269 45,269
NASDAQ INC. CMN, 940 SHS 72,671 72,671
NCR VOYIX CORP CMN, 5,425 SHS 75,082 75,082
NEXTRACKER INC. CMN, 3,000 SHS 109,590 109,590
NVIDIA CORPORATION CMN, 2,000 SHS 268,580 268,580
OKTA, INC. CMN CLASS A, 725 SHS 57,130 57,130
ORGANON & CO CMN, 7,000 SHS 104,440 104,440
PENN ENTERTAINMENT INC CMN, 3,600 SHS 71,352 71,352
PHILIP MORRIS INTL INC CMN, 500 SHS 60,175 60,175
PINTEREST INC CMN CLASS A, 2,535 SHS 73,515 73,515
RTX CORP CMN, 600 SHS 69,432 69,432
SALESFORCE INC CMN, 250 SHS 83,583 83,583
SENSATA TECHNOLOGIES HOLDING PLC CMN, 1,900 SHS 52,060 52,060
SHERWIN-WILLIAMS CO CMN, 200 SHS 67,986 67,986
SOFI TECHNOLOGIES, INC. CMN, 14,000 SHS 215,600 215,600
SS&C TECHNOLOGIES HOLDINGS, INC. CMN, 900 SHS 68,202 68,202
TOPGOLF CALLAWAY BRANDS CORP CMN, 5,050 SHS 39,693 39,693
ULTRA CLEAN HOLDINGS, INC. CMN, 900 SHS 32,355 32,355
VANGUARD FTSE EUROPEAN ETF ETF, 25,000 SHS 1,586,750 1,586,750
VERTEX PHARMACEUTICALS INCORPORATED CMN, 100 SHS 40,270 40,270
WALT DISNEY COMPANY (THE) CMN, 870 SHS 96,875 96,875
ZIMMER BIOMET HOLDINGS INC, 830 SHS 87,673 87,673

TY 2024 InvestmentsOtherSchedule2
Name:
MILTON AND DENICE JOHNSON FAMILY
 
FOUNDATION
EIN:
85-6607033
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BNP PARIBAS STRUCTURED NOTE DUE 10/17/2025 FMV 61,468 61,468
CANADIAN IMPERIAL BANK OF COMM STRUCTURED NOTE DUE 02/06/2026 FMV 77,757 77,757
CITIGROUP INC. STRUCTURED NOTE DUE 11/07/2025 FMV 172,894 172,894
MORGAN STANLEY FINANCE LLC STRUCTURED NOTE DUE 07/11/2025 FMV 68,533 68,533
MORGAN STANLEY FINANCE LLC STRUCTURED NOTE DUE 08/22/2025 FMV 104,884 104,884
ROYAL BANK OF CANADA STRUCTURED NOTE DUE 05/29/2025 FMV 55,801 55,801
THE BANK OF NOVA SCOTIA STRUCTURED NOTE DUE 08/07/2026 FMV 170,934 170,934
TORONTO DOMINION BANK STRUCTURED NOTE DUE 04/10/2026 FMV 71,064 71,064
TORONTO DOMINION BANK STRUCTURED NOTE DUE 08/22/2025 FMV 67,435 67,435
UBS AG STRUCTURED NOTE DUE 06/27/2025 FMV 68,481 68,481
UBS AG STRUCTURED NOTE DUE 12/12/2025 FMV 104,507 104,507

TY 2024 OtherAssetsSchedule
Name:
MILTON AND DENICE JOHNSON FAMILY
 
FOUNDATION
EIN:
85-6607033
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
UNSETTLED INVESTMENT TRANSACTIONS 31,400    


TY 2024 OtherDecreasesSchedule
Name:
MILTON AND DENICE JOHNSON FAMILY
 
FOUNDATION
EIN:
85-6607033
Description Amount
UNREALIZED LOSS ON INVESTMENTS 1,737,713


TY 2024 OtherExpensesSchedule
Name:
MILTON AND DENICE JOHNSON FAMILY
 
FOUNDATION
EIN:
85-6607033
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 60 0   60
SUPPLIES AND POSTAGE 31 0   31


TY 2024 OtherLiabilitiesSchedule
Name:
MILTON AND DENICE JOHNSON FAMILY
 
FOUNDATION
EIN:
85-6607033
Description Beginning of Year - Book Value End of Year - Book Value
CALL/HCA @ 285 EXP 01/19/2024 7,500 0
CALL/HCA @ 305 EXP 02/16/2024 8,000 0
CALL/HCA FLEX EURO PM @ 280 EXP 02/06/2024 45,734 0
UNSETTLED INVESTMENT TRANSACTIONS 0 5,909


TY 2024 OtherProfessionalFeesSchedule
Name:
MILTON AND DENICE JOHNSON FAMILY
 
FOUNDATION
EIN:
85-6607033
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 61,439 61,439   0


TY 2024 TaxesSchedule
Name:
MILTON AND DENICE JOHNSON FAMILY
 
FOUNDATION
EIN:
85-6607033
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES PAID 133,000 0   0