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
THE HOWARD JOHNSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 653067
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752653067
A Employer identification number

04-6060965
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,487,713J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 136,208 135,351  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 377,730
b Gross sales price for all assets on line 6a 1,132,328
7 Capital gain net income (from Part IV, line 2)... 377,730
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,357 3,357  
12 Total. Add lines 1 through 11........ 517,295 516,438  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,159 24,096   16,064
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,700 2,220 0 1,480
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,940     18,940
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)...       0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
72     72
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 62,871 26,316 0 36,556
25 Contributions, gifts, grants paid....... 300,000 300,000
26 Total expenses and disbursements. Add lines 24 and 25 362,871 26,316 0 336,556
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 154,424
b Net investment income (if negative, enter -0-) 490,122
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 184,433 172,053 172,053
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 282,952 Click to see attachment
List of Attached Documents:
// Content
237,897 		231,202
b Investments—corporate stock (attach schedule)....... 2,492,685 Click to see attachment
List of Attached Documents:
// Content
2,557,966 		6,343,627
c Investments—corporate bonds (attach schedule)....... 589,504 Click to see attachment
List of Attached Documents:
// Content
736,206 		740,831
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)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,549,574 3,704,122 7,487,713
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,549,574 3,704,122
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)..... 3,549,574 3,704,122
30 Total liabilities and net assets/fund balances (see instructions). 3,549,574 3,704,122
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
3,549,574
2
Enter amount from Part I, line 27a .....................
2
154,424
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
223
4
Add lines 1, 2, and 3 ..........................
4
3,704,221
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
99
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,704,122
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 100000. GOLDMAN SACHS GROUP INC GLB   2022-06-14 2024-02-20
b 100000. CITIGROUP INC CLD GLB   2022-05-03 2024-04-24
c 200. CVS CAREMARK CORP COM   2019-01-15 2024-05-07
d 500. CVS CAREMARK CORP COM   2019-10-28 2024-05-07
e 50. ADOBE SYS INC   2014-01-14 2024-07-09
700. CONOCOPHILLIPS COM   2021-03-05 2024-07-09
100. EOG RESOURCES INC   2022-03-24 2024-07-09
200. IDEX CORP   2019-01-03 2024-07-09
30. SERVICENOW INC   2014-02-06 2024-07-09
800. VISTRA CORP   2024-07-09 2024-07-30
300. CONOCOPHILLIPS COM   2021-03-05 2024-08-09
200. CONOCOPHILLIPS COM   2022-02-07 2024-08-09
300. IDEX CORP   2019-01-03 2024-08-09
100. PFIZER INC   2011-03-11 2024-08-09
200. PFIZER INC   2011-03-16 2024-08-09
300. PFIZER INC   2011-03-30 2024-08-09
300. PFIZER INC   2011-04-04 2024-08-09
300. PFIZER INC   2011-11-17 2024-08-09
100. ALPHABET INC SHS CL A   2008-02-06 2024-09-17
50. AMAZON COM INC   2013-10-15 2024-09-17
100. APPLE INC COM   2008-01-22 2024-09-17
200. EXXON MOBIL CORPORATION   2021-02-24 2024-09-17
20. SERVICENOW INC   2014-02-06 2024-09-17
300. EXXON MOBIL CORPORATION   2021-02-24 2024-10-18
50. ADOBE SYS INC   2014-01-14 2024-10-24
100. EOG RESOURCES INC   2022-03-24 2024-10-24
50. IDEXX LABS INC   2020-02-19 2024-10-24
100. ILLINOIS TOOL WORKS INCORPORATED   1996-01-12 2024-10-25
50. ADOBE SYS INC   2014-01-14 2024-10-28
10. BOOKING HLDGS INC USD0.008   2013-08-23 2024-10-28
150. BOOZ ALLEN HAMILTON HLDG CLASS A   2021-04-28 2024-10-28
100. EXXON MOBIL CORPORATION   2021-02-24 2024-10-28
100. MERCK AND CO INC SHS   2012-07-13 2024-10-28
100. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2014-02-28 2024-10-28
50. CHUBB LTD   2012-04-24 2024-10-28
150000. U.S. TREASURY NOTE 4.375% OCT 31 2024   2023-11-15 2024-10-31
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 100,000   99,220 780
b 100,000   98,733 1,267
c 11,325   12,822 -1,497
d 28,313   33,166 -4,853
e 28,317   3,005 25,312
78,661   41,369 37,292
12,647   12,307 340
38,958   24,562 14,396
22,274   1,870 20,404
55,976   74,774 -18,798
32,405   17,730 14,675
21,603   18,732 2,871
58,056   36,842 21,214
2,855   1,853 1,002
5,711   3,675 2,036
8,566   5,809 2,757
8,566   5,850 2,716
8,566   5,597 2,969
15,900   1,262 14,638
9,353   774 8,579
21,607   565 21,042
22,826   11,282 11,544
17,830   1,247 16,583
35,838   16,923 18,915
24,209   3,005 21,204
12,419   12,307 112
22,690   14,782 7,908
25,539   1,321 24,218
24,130   3,005 21,125
43,388   9,536 33,852
27,647   12,443 15,204
11,879   5,641 6,238
10,423   4,144 6,279
11,913   3,084 8,829
14,515   3,756 10,759
150,000   148,711 1,289
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
      7,423
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       780
b       1,267
c       -1,497
d       -4,853
e       25,312
      37,292
      340
      14,396
      20,404
      -18,798
      14,675
      2,871
      21,214
      1,002
      2,036
      2,757
      2,716
      2,969
      14,638
      8,579
      21,042
      11,544
      16,583
      18,915
      21,204
      112
      7,908
      24,218
      21,125
      33,852
      15,204
      6,238
      6,279
      8,829
      10,759
      1,289
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 377,730
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 6,813
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,813
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,813
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,222
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,222
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,591
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 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$   (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 arrowMA
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 arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 653067DALLASTX ZIP+4right arrow752653067
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
HOWARD BRENNAN JOHNSON TRUSTEE
1 		0    
888 PARK AVE APT 14B
NEW YORK,NY100750282
MARISSA T JOHNSON TRUSTEE
1 		0    
130 N BEACH RD
HOBE SOUND,FL334552111
HOWARD BATES JOHNSON TRUSTEE
1 		0    
120 E END AVE APT 4C
NEW YORK,NY100287552
PATRICIA B CRAWFORD TRUSTEE
1 		0    
1220 PARK AVE APT 6B
NEW YORK,NY101281733
JOSHUA J WEEKS TRUSTEE
1 		0    
9 RIDING CLUB RD
WILTON,CT068971734
WILLIAM H WEEKS TRUSTEE
1 		0    
22 GRIGG ST
GREENWICH,CT068306510
BANK OF AMERICA N A AGENT FOR FIDUCIARY
1 		40,159    
PO BOX 653067
DALLAS,TX752653067
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 arrow  
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
7,208,707
b
Average of monthly cash balances.......................
1b
283,735
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,492,442
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
7,492,442
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
112,387
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,380,055
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
369,003
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
369,003
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,813
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,813
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
362,190
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
362,190
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
362,190
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
336,556
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
336,556
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 7 362,190
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 290,473
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 336,556
a Applied to 2023, but not more than line 2a 290,473
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..... 46,083
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 .......... 		316,107
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.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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).)
HOWARD BRENNAN JOHNSON HOWARD BATE
WILLIAM HOWARD WEEKS MARISSA TURE
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

ASPCA

424 EAST 92ND STREET
NEW YORK,NY10128 		N/A PC UNRESTRICTED GENERAL 5,000

ANIMAL MEDICAL CENTER

510 EAST 62ND STREET
NEW YORK,NY100218302 		N/A PC UNRESTRICTED GENERAL 30,000

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND SUITE 201
TOPSHAM,ME04086 		N/A PC UNRESTRICTED GENERAL 1,500

FLORIDA EXOTIC BIRD SANCTUARY INC

8933 CASPER AVENUE
HUDSON,FL34667 		N/A PC UNRESTRICTED GENERAL 10,000

CHARLOTTLESVILLE AREA COMM FDN

PO BOX 1767
CHARLOTTESVILLE,VA22902 		N/A PC UNRESTRICTED GENERAL 10,000

LAND AND GARDEN PRESERVE

PO BOX 208
SEAL HARBOR,ME04675 		N/A PC UNRESTRICTED GENERAL 2,500

MOUNT DESERT ISLAND YMCA

21 PARK STREET
BAR HARBOR,ME04609 		N/A PC UNRESTRICTED GENERAL 1,500

OASIS SANCTUARY FDN

PO BOX 2166
SCOTTSDALE,AZ85252 		N/A PC UNRESTRICTED GENERAL 10,000

PARADISE PARROT RESERVE

5300 N PLACITA DEL PENSADOR
TUCSON,AZ85745 		N/A PC UNRESTRICTED GENERAL 10,000

RED ROVER

PO BOX 188890
SACRAMENTO,CA95818 		N/A PC UNRESTRICTED GENERAL 25,000

VINYARD PRESERVATION TRUST

PO BOX 5277
EDGARTOWN,MA02539 		N/A PC UNRESTRICTED GENERAL 20,000

BIRDS OF PARADISE

17020 WATER LINE RD
BRADENTON,FL34212 		N/A PC UNRESTRICTED GENERAL 5,000

ISLAND HOUSING TRUST

PO BOX 851
MOUNT DESERT,ME04660 		N/A PC UNRESTRICTED GENERAL 1,500

ONE PLYMPTON PRESERVATION

111 COMMERCIAL ST
PORTLAND,ME14101 		N/A PC UNRESTRICTED GENERAL 5,000

VANDERBILT UNIVERSITY MEDICAL CENTER

1211 MEDICAL CENTER DR
NASHVILLE,TN37232 		N/A PC CANCER RESEARCH 10,000

MOUNT DESERT ISLAND HOSPITAL

10 WAYMAN LANE
BAR HARBOR,ME04609 		N/A PC UNRESTRICTED GENERAL 2,500

MOUNT DESERT NURSING ASSOCIATION

PO BOX 397
NE HARBOR,ME046620397 		N/A PC UNRESTRICTED GENERAL 1,500

NORTHEAST HARBOR LIBRARY

PO BOX 279
NORTHEAST HARBOR,ME04662 		N/A PC UNRESTRICTED GENERAL 1,500

FRIENDS OF ACADIA (FOA)

PO BOX 45
BAR HARBOR,ME046090045 		N/A PC UNRESTRICTED GENERAL 2,500

NORTHEAST HARBOR SAILING SCHOOL

PO BOX 12
NORTHEAST HARBOR,ME046620012 		N/A PC UNRESTRICTED GENERAL 1,500

BOSTON UNIVERSITY

595 COMMONWEALTH AVENUE
BOSTON,MA02215 		N/A PC ANNUAL FUND 3,000

TABOR ACADEMY

66 SPRING STREET
MARION,MA02738 		N/A PC ANNUAL FUND 1,000

MARTHA'S VINEYARD HOSPITAL INC

PO BOX 1477
OAK BLUFFS,MA02557 		N/A PC UNRESTRICTED GENERAL 27,500

MARTHA'S VINEYARD MUSEUM INC

PO BOX 1310
EDGARTOWN,MA02539 		N/A PC UNRESTRICTED GENERAL 1,500

DANA FARBER CANCER INSTITUTE INC

450 BROOKLINE AVENUE
BOSTON,MA02115 		N/A PC LEUKEMIA RESEARCH 3,000

THE SPORTS MUSEUM OF NE INC

100 LEGENDS WAY
BOSTON,MA02114 		N/A PC UNRESTRICTED GENERAL 5,000

MARTHA'S VINEYARD PRESERVATION TRUST

PO BOX 5277
EDGARTOWN,MA02539 		N/A PC UNRESTRICTED GENERAL 21,000

GREENS FARMS ACADEMY

PO BOX 998
GREENS FARMS,CT06838 		N/A PC ANNUAL FUND 1,000

WESTPORT EMERGENCY MEDICAL SERVICES

50 JESUP ROAD
WESTPORT,CT06880 		N/A PC UNRESTRICTED GENERAL 1,000

RIDGEFIELD ACADEMY

223 W MOUNTAIN ROAD
RIDGEFIELD,CT068773627 		N/A PC UNRESTRICTED GENERAL 5,000

NORTH SHORE ANIMAL LEAGUE AMERICA INC

25 DAVIS AVENUE
PORT WASHINGTON,NY11050 		N/A PC UNRESTRICTED GENERAL 1,000

FRESH AIR FUND

633 THIRD AVENUE 14TH FLOOR
NEW YORK,NY10017 		N/A PC UNRESTRICTED GENERAL 19,000

BOSTON BRUINS FOUNDATION INC

100 LEGENDS WAY
BOSTON,MA02114 		N/A PC UNRESTRICTED GENERAL 5,000

NEIGHBORHOOD HOUSE CLUB

PO BOX 332
NEW HARBOR,ME046620332 		N/A PC UNRESTRICTED GENERAL 1,500

COLLEGE OF THE ATLANTIC

105 EDEN STREET
BAR HARBOR,ME04609 		N/A PC UNRESTRICTED GENERAL 1,500

BIG DOG RANCH RESCUE INC

14444 OKKECHOBEE BLVD
LOXAHATCHEE GROVES,FL33470 		N/A PC UNRESTRICTED GENERAL 15,000

LAKE FOREST COLLEGE

555 NORTH SHERIDAN ROAD
LAKE FOREST,IL60045 		N/A PC ANNUAL FUND 1,000

FOXCROFT SCHOOL

PO BOX 5555
MIDDLEBURG,VA201185555 		N/A PC ANNUAL FUND 3,000

MOREHOUSE COLLEGE

830 WESTVIEW DRIVE SW
ATLANTA,GA303143773 		N/A PC DR. LOUIS SULLIVAN 7,500

SPELMAN COLLEGE

350 SPELMAN LANE SW
ATLANTA,GA303144395 		N/A PC MARION WRIGHT EDELMAN 7,500

ROLLINS COLLEGE

1000 HOLT AVENUE
WINTER PARK,FL32789 		N/A PC UNRESTRICTED GENERAL 1,000

JUPITER MEDICAL CENTER

1210 SOUTH OLD DIXIE HIGHWAY
JUPITER,FL334587205 		N/A PC UNRESTRICTED GENERAL 10,000

OPEN TABLE MDI

PO BOX 451
BAR HARBOR,ME04609 		N/A PC UNRESTRICTED GENERAL 1,500
Total .................................right arrow 3a 300,000
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		         
4 Dividends and interest from securities ....     14 136,208  
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 ............ 		    18 377,730  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOID INCOME ON USGI 		    1 3,357  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   517,295  
13Total. Add line 12, columns (b), (d), and (e)..................
13
517,295
(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:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE - BOA 3,700 2,220   1,480

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Name of Bond End of Year Book Value End of Year Fair Market Value
38141GXE9 GOLDMAN SACHS GROUP    
46647PAP1 JPMORGAN CHASE & CO    
46647PBA3 JPMORGAN CHASE & CO 94,212 99,223
172967MF5 CITIGROUP INC GLB    
46647PCZ7 JPMORGAN CHASE & CO 98,292 99,740
404280AW9 HSBC HOLDINGS PLC GL 100,302 99,456
91324PEH1 UNITEDHEALTH GROUP I 98,745 96,599
6174468C6 MORGAN STANLEY SER G 98,157 99,591
46647PDA1 JPMORGAN CHASE & CO 147,563 148,206
46647PDF0 JPMORGAN CHASE & CO 98,935 98,016

TY 2024 InvestmentsCorpStockSchedule
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Name of Stock End of Year Book Value End of Year Fair Market Value
30231G102 EXXON MOBIL CORP 141,629 258,168
235851102 DANAHER CORP DEL 37,984 126,253
452308109 ILLINOIS TOOL WORKS 41,763 101,424
666807102 NORTHROP GRUMMAN COR 17,943 140,787
98419M100 XYLEM INC SHS 31,211 139,224
609207105 MONDELEZ INTERNATION 62,123 131,406
742718109 PROCTER & GAMBLE CO 27,599 134,120
58933Y105 MERCK AND CO INC SHS 92,260 139,272
717081103 PFIZER INC    
46625H100 JPMORGAN CHASE & CO 92,498 239,710
037833100 APPLE INC 9,612 425,714
594918104 MICROSOFT CORP 70,736 358,275
023135106 AMAZON COM INC COM 42,202 296,177
872540109 TJX COS INC NEW 48,242 169,134
617446448 MORGAN STANLEY 61,710 213,724
00724F101 ADOBE INC SHS 12,021 88,936
81762P102 SERVICENOW INC 21,461 265,030
03027X100 AMERICAN TOWER REIT 48,889 91,705
02079K305 ALPHABET INC SHS 48,895 283,950
808513600 CHARLES SCHWAB CORP    
922908751 VANGUARD SMALL CAP 317,181 432,504
34959J108 FORTIVE CORP SHS 55,321 67,500
548661107 LOWE'S COMPANIES INC 38,201 123,400
H1467J104 CHUBB LTD 61,199 207,225
17275R102 CISCO SYSTEMS INC 35,920 71,040
92826C839 VISA INC CL A SHRS 55,838 221,228
09857L108 BOOKING HLDGS INC US 28,608 149,053
191216100 COCA COLA COM 85,234 99,616
002824100 ABBOTT LABS 54,870 90,488
45167R104 IDEX CORP DELAWARE    
126650100 CVS HEALTH CORP    
98978V103 ZOETIS INC 67,566 130,344
78463V107 SPDR GOLD TRUST 116,497 145,278
502431109 L3HARRIS TECHNOLOGIE    
45168D104 IDEXX LAB INC DEL $0 59,126 82,688
65339F101 NEXTERA ENERGY INC S 113,604 107,535
277902235 EATON VANCE ATL CAPI 102,818 224,230
20825C104 CONOCOPHILLIPS    
099502106 BOOZ ALLEN HAMILTON 111,983 173,745
949917744 ALLSPRING ULTRA SHOR    
26875P101 EOG RESOURCES INC 49,230 49,032
969457100 WILLIAMS COMPANIES D 32,616 54,120
00206R102 AT&T INC    
92338C103 VERALTO CORP REG SHS 81,465 100,119
922908553 VANGUARD REAL ESTATE 54,496 53,448
74762E102 QUANTA SERVICES INC 127,415 158,025

TY 2024 InvestmentsGovtObligationsSch
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
US Government Securities - End of Year Book Value:

237,897
US Government Securities - End of Year Fair Market Value:

231,202
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 OtherDecreasesSchedule
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Description Amount
ADJUST CARRYING VALUE 99


TY 2024 OtherExpensesSchedule
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 72 0   72


TY 2024 OtherIncomeSchedule2
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OID INCOME ON USGI 3,357 3,357  


TY 2024 OtherIncreasesSchedule
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Description Amount
INCOME ADJUSTMENT 223


TY 2024 OtherProfessionalFeesSchedule
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANTMAKING FEES - BOA 18,940     18,940