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
WILLIAM R JOHNSON FAMILY FOUNDATION
C/O KAREN GILLESPIE
Number and street (or P.O. box number if mail is not delivered to street address)29402 NORTH VICTORIA LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LIBERTYVILLE, IL60048
A Employer identification number

46-5560433
B Telephone number (see instructions)

(312) 715-5251
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$5,573,557J 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... 63,130 63,130  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 489,483
b Gross sales price for all assets on line 6a 5,609,475
7 Capital gain net income (from Part IV, line 2)... 489,483
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........ 552,613 552,613  
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)......... Click to see attachment
List of Attached Documents:
// Content
4,500 0   4,500
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
47,534 47,534   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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
104 104   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,138 47,638   4,500
25 Contributions, gifts, grants paid....... 283,459 283,459
26 Total expenses and disbursements. Add lines 24 and 25 335,597 47,638   287,959
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 217,016
b Net investment income (if negative, enter -0-) 504,975
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............. 144,319 287,079 287,079
2 Savings and temporary cash investments.........      
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) 649,141 Click to see attachment
List of Attached Documents:
// Content
662,354 		681,960
b Investments—corporate stock (attach schedule)....... 2,365,287 Click to see attachment
List of Attached Documents:
// Content
2,528,530 		4,147,171
c Investments—corporate bonds (attach schedule)....... 551,330 Click to see attachment
List of Attached Documents:
// Content
449,130 		457,347
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)..........      
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) 3,710,077 3,927,093 5,573,557
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,710,077 3,927,093
29 Total net assets or fund balances (see instructions)..... 3,710,077 3,927,093
30 Total liabilities and net assets/fund balances (see instructions). 3,710,077 3,927,093
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
3,710,077
2
Enter amount from Part I, line 27a .....................
2
217,016
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,927,093
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,927,093
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 ADOBE 122 SHARES P 2023-11-14 2024-01-03
b ADVANCED MICRO DEVICE 685 SHARES P 2023-12-12 2020-12-12
c AECOM 932 SHARES P 2024-04-04 2024-11-21
d AMAZON COM. INC. 125 SHARES P 2023-11-18 2024-11-18
e AMGEN 305 SHARES P 2024-03-20 2024-04-05
APPLE 215 SHARES P 2023-11-18 2024-11-18
BAIDU INC. 1326 SHARES P 2024-06-12 2024-06-20
BERSHIRE HATHAWAY 309 SHARES P 2023-03-01 2024-03-11
BOEING CO. 510 SHARES P 2023-01-16 2024-01-18
BOOKING HOLDINGS INC. 5 SHARES P 2024-03-01 2024-11-14
BOSTON SCIENTIFIC CORP 630 SHRS P 2023-09-24 2024-09-24
CBOE GLOBAL MARKETS 195 SHARES P 2021-03-05 2024-01-03
CBOE GLOBAL MARKETS 420 SHARES P 2021-03-05 2024-04-04
CBOE GLOBAL MARKETS 740 SHARES P 2024-06-15 2024-08-13
CELSIUS HOLDINGS 439 SHARES P 2023-11-14 2024-03-14
CELSIUS HOLDINGS 1,694 SHARES P 2024-06-05 2024-09-05
CLEVELAND CLIFFS 6,735 SHARES P 2024-04-01 2024-06-11
CONSTELLATION BRANDS 326 SHARES P 2024-09-05 2024-10-15
COSTCO WHOLESALE 61 SHARES P 2022-01-13 2024-01-05
COSTCO WHOLESALE 114 SHARES P 2023-02-05 2024-02-05
CROWDSTRIKE HDGS CL A 154 SHARES P 2024-02-04 2024-03-04
CROWDSTRIKE HDGS CL A 231 SHARES P 2023-07-12 2024-08-26
CSX CORP 2,537 SHARES P 2024-09-10 2024-10-18
DATADOG 1,088 SHARES P 2024-06-04 2024-09-04
EXXON MOBIL 748 SHARES P 2023-01-09 2024-01-09
GE VERONA 150 SHARES P 2024-04-05 2024-09-09
GE VERONA 132 SHARES P 2024-10-01 2024-11-01
GENERAL ELECTRIC 332 SHARES P 2022-10-24 2024-03-01
HESS CORP 700 SHARES P 2021-09-01 2024-01-10
ICON PLC 453 SHARES P 2023-10-16 2024-10-16
INTUITIVE SURGICAL 90 SHARES P 2015-07-09 2024-09-13
KLA CORP 207 SHARES P 2024-10-15 2024-12-15
LAM RESEARCH CORP 1620 SHARES P 2022-10-12 2024-11-12
LULULEMON ATHLETICA 347 SHARES P 2024-06-02 2024-07-02
M & T BANK P 2024-02-01 2024-03-01
MATCH GROUP INC. 3,478 SHARES P 2024-03-05 2024-04-05
MERCADOLIBRE INC.21 SHARES P 2024-08-05 2024-09-05
METAPLATFORMS 90 SHARES P 2024-10-19 2024-11-19
MICROSOFT CORP 191 SHARES P 2023-12-03 2024-01-03
MICROSOFT CORP 92 SHARES P 2024-10-08 2024-11-08
MICROSOFT CORP 158 SHARES P 2024-10-14 2024-11-14
MONGODB 294 SHARES P 2024-01-10 2024-03-19
MONGODB 355 SHARES P 2024-06-24 2024-08-27
NEWMONT CORP 1877 SHARES P 2024-10-15 2024-11-06
NVIDIA CORP 1,045 SHARES P 2019-04-25 2024-06-17
NVIDIA CORP 355 SHARES P 2019-04-15 2024-11-18
OCCIDENTAL PETE CORP 2, 224 SHARES P 2024-08-28 2024-09-26
ORACLE 955 SHARES P 2020-10-27 2024-01-03
PDD HOLDINGS 960 SHARES P 2024-06-26 2024-08-27
PFIZER 4,670 SHARES P 2024-03-04 2024-11-19
PHILLIPS 66 606 SHARES P 2024-06-25 2024-10-04
PILGRIMS PRIDE 1,685 SHARES P 2024-11-26 2024-12-31
SALESFORCE 130 SHARES P 2023-11-02 2024-07-30
SALESFORCE 375 SHARES P 2023-11-02 2024-09-03
SCHLUMBERGER 1604 SHARES P 2024-04-25 2024-06-25
SHOPIFY 1,640 SHARES P 2024-02-28 2024-07-31
SNOWFLAKE 627 SHARES P 2024-03-12 2024-06-11
SUPER MICRO COMPUTER 211 SHARES P 2024-07-30 2024-09-26
TECHNIPFMC PLC 5,067 SHARES P 2024-09-12 2024-12-17
TESLA 462 SHARES P 2024-01-21 2024-02-21
THE CIGNA GROUP 229 SHARES P 2024-09-03 2024-09-26
THERMO FISHER SC 74 SHARES P 2015-07-09 2024-05-09
UBER TECHNOLOGIES 1,950 SHARES P 2024-10-31 2024-12-17
UPATH INC. 3,595 SHARES P 2023-11-29 2024-05-30
ULTA BEAUTY 226 SHARES P 2024-09-10 2024-11-19
UNITED HEALTH GROUP 180 SHARES P 2019-10-16 2024-04-16
VISA 385 SHARES P 2024-07-13 2024-08-13
ZSCARLER 640 SHARES P 2024-04-09 2024-05-09
YPSILANTI MI 4.25% BOND P 2023-06-27 2024-06-27
(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 69,600   73,689 -4,089
b 87,015   42,618 44,397
c 104,682   88,084 16,598
d 25,247   16,948 8,299
e 82,858   85,874 -3,016
49,287   6,541 42,746
117,631   131,911 -14,280
126,144   95,124 31,020
89,146   94,291 -5,145
20,915   24,833 -3,918
52,671   33,277 19,394
34,407   20,630 13,777
71,946   44,435 27,511
147,833   125,271 22,562
42,380   21,967 20,413
54,047   84,700 -30,653
100,660   140,606 -39,946
81,036   80,156 880
39,543   31,809 7,734
87,153   56,019 31,134
48,521   22,821 25,700
61,951   33,779 28,172
84,750   84,999 -249
122,034   126,060 -4,026
74,500   70,087 4,413
30,124   19,010 11,114
39,809   16,729 23,080
52,781   19,364 33,417
97,094   48,269 48,825
134,893   122,223 12,670
44,318   4,827 39,491
136,263   147,354 -11,091
122,460   122,771 -311
104,411   130,999 -26,588
112,601   109,123 3,478
110,590   133,820 -23,230
42,323   31,767 10,556
50,002   30,050 19,952
70,857   63,504 7,353
38,995   30,014 8,981
67,294   50,346 16,948
101,759   114,682 -12,923
86,138   85,063 1,075
82,693   101,604 -18,911
137,257   4,858 132,399
49,663   1,651 48,012
111,892   126,190 -14,298
97,565   54,968 42,597
92,926   129,842 -36,916
116,050   124,439 -8,389
84,263   83,741 522
76,370   85,551 -9,181
33,583   26,878 6,705
122,034   126,060 -4,026
75,855   78,575 -2,720
99,355   117,753 -18,398
80,769   112,172 -31,403
83,454   135,746 -52,292
151,636   123,428 28,208
90,161   112,885 -22,724
78,577   83,753 -5,176
42,685   9,501 33,184
117,340   137,783 -20,443
43,163   71,828 -28,665
78,301   84,132 -5,831
85,133   42,340 42,793
100,028   57,374 42,654
109,385   120,496 -11,111
50,668   50,000 668
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       -4,089
b       44,397
c       16,598
d       8,299
e       -3,016
      42,746
      -14,280
      31,020
      -5,145
      -3,918
      19,394
      13,777
      27,511
      22,562
      20,413
      -30,653
      -39,946
      880
      7,734
      31,134
      25,700
      28,172
      -249
      -4,026
      4,413
      11,114
      23,080
      33,417
      48,825
      12,670
      39,491
      -11,091
      -311
      -26,588
      3,478
      -23,230
      10,556
      19,952
      7,353
      8,981
      16,948
      -12,923
      1,075
      -18,911
      132,399
      48,012
      -14,298
      42,597
      -36,916
      -8,389
      522
      -9,181
      6,705
      -4,026
      -2,720
      -18,398
      -31,403
      -52,292
      28,208
      -22,724
      -5,176
      33,184
      -20,443
      -28,665
      -5,831
      42,793
      42,654
      -11,111
      668
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 2 489,483
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 7,019
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 7,019
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 7,019
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 48
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 7,067
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 arrow   Refundedright arrow 11  
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
 
No
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 arrowIL
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 arrowKAREN GILLESPIE Telephone no.right arrow (312) 715-5251

Located atright arrow29402 NORTH VICTORA LANELIBERTYVILLEIL ZIP+4right arrow60048
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
KAREN GILLESPIE PRESIDENT,SEC.,DIRECTOR
5.00 		0 0 0
29402 NORTH VICTORIA LANE
LIBERTYVILLE,IL60048
WILLIAM GILLESPIE DIRECTOR
1.00 		0 0 0
29402 NORTH VICTORIA LANE
LIBERTYVILLE,IL60048
LINDA JOHNSON TREASURER AND DIRECTOR
1.00 		0 0 0
15110 OAK SPRING ROAD
LIBERTYVILLE,IL60048
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
5,176,937
b
Average of monthly cash balances.......................
1b
298,469
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,475,406
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
5,475,406
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
82,131
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,393,275
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
269,664
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
269,664
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,019
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,019
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
262,645
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
262,645
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
262,645
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
287,959
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
287,959
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 7 262,645
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 237,445
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$ 287,959
a Applied to 2023, but not more than line 2a 237,445
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..... 50,514
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 .......... 		212,131
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).)
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

CARMEL CATHOLIC HIGH SCHOOL

1 CARMEL PKWY
MUNDERLEIN,IL60060 		NONE PUBLIC CHARITY CORSAIR CENTER, CDN; TUITION ASSISTANCE 25,000

CATHOLIC CHARITIES LAKE COUNTY ILLINOIS

671 SOUTH LEWIS AVENUE
WAUKEGAN,IL60085 		NONE PUBLIC CHARITY FOOD PANTRY 10,000

CHRISTIAN OUTREACH FOR LUTHERANS

800 WEST GLEN FLORA AVENUE
WAUKEGAN,IL60085 		NONE PUBLIC CHARITY LAKE COUNTY FOOD PANTRY 10,000

CORNERSTONE EDUCATONAL SERVICES

4160 ROUTE 83 SUTIE 707
LONG GROVE,IL60047 		NONE PUBLIC CHARITY FUTURE LEADERS PROGRAM 10,000

DANNY DID FOUNDATION

PO BOX 46576
CHICAGO,IL60646 		NONE PUBLIC CHARITY HEARTS AND HUGS PROGRAM; GENERAL RESEARCH 22,700

ELCA OUTREACH CENTER INC

6218 26TH AVENUE
KENOSHA,WI53143 		NONE PUBLIC CHARITY YOUTH PROGRAMS 5,000

EVANS SCHOLAR

2501 PATRIOT BLVD
GLENVIEW,IL60026 		NONE PUBLIC CHARITY SCHOLARSHIPS 10,000

FRANCISCAN OUTREACH

1645 WEST LE MOYNE STREET
CHICAGO,IL60622 		NONE PUBLIC CHARITY FOOD PANTRY 7,500

FRATERNITE NOTRE DAME

502 NORTH CENTRAL AVENUE
CHICAGO,IL60644 		NONE PUBLIC CHARITY SOUP KITCHEN 10,000

ILLINOIS FIRE SAFETY ALLIANCE

426 WEST NORTHWEST HWY
MOUNT PROSPECT,IL60056 		NONE PUBLIC CHARITY CAMP "I AM ME" 10,000

LIBERTYVILLE FOUNDATION

135 W CHURCH ST
LIBERTYVILLE,IL60048 		NONE PUBLIC CHARITY MOBILE INTENSIVE CARE UNIT 5,000

LIV FOR A CURE

PO BOX 506
LIBERTYVILLE,IL60048 		NONE PUBLIC CHARITY RESEARCH 5,000

LOYOLA ACADEMY

1100 LARAMIE AVENUE
WILMETTE,IL60091 		NONE PUBLIC CHARITY SCHOLARSHIP PROGRAM 10,000

MERCY HOME FOR BOYS AND GIRLS OF CHICAGO

1140 WEST JACKSON BLVD
CHICAGO,IL60607 		NONE PUBLIC CHARITY YOUTH RESIDENTIAL PROGRAM 10,000

MIDWEST THERAPEUTIC RIDING

1451 172ND AVENUE
UNION GROVE,IL53182 		NONE PUBLIC CHARITY THERAPEUTIC RIDING SERVICES 5,000

NICASA BEHAVIORAL HEALTH

31979 N FISH LAKE ROAD
ROUND LAKE,IL60073 		NONE PUBLIC CHARITY TEEN COURT AND GENERAL PURPOSES 21,000

NIGHT MINISTRY

4711 NORTH RAVENSWOOD
CHICAGO,IL60640 		NONE PUBLIC CHARITY PREGNANT/ PARENTING PROGRAM 10,000

OMNI YOUTH SERVICES

1111 W LAKE COOK ROAD
BUFFALO GROVE,IL60089 		NONE PUBLIC CHARITY SUBSTANCE USE PREVENTION PROGRAM 10,000

SOUTH SHORE DRILL TEAM

7218 S SOUTH CHICAGO AVENUE
CHICAGO,IL60619 		NONE PUBLIC CHARITY AT RISK YOUTH PROGRAM 10,000

ST JOSEPH CATHOLIC ACADEMY

2401 69TH STREET
KENOSHA,WI53143 		NONE PUBLIC CHARITY GENERAL PURPOSE AND UNRESTRICTED 6,500

ST JOSEPH SCHOOL

121 EAST MAPLE AVENUE
LIBERTYVILLE,IL60048 		NONE PUBLIC CHARITY SECURITY UPGRADE 15,000

TOBY KEITH FOUNDATION

818 NE 8TH ST
OKLAHOMA CITY,OK73104 		NONE PUBLIC CHARITY GENERAL PURPOSE 15,000

VINCE LOMBARDI CANCER FOUNDATION

13400 BISHOPS LANE STE 120
BROOKFIELD,WI53005 		NONE PUBLIC CHARITY GENERAL PURPOSE 10,000

WHEELING HELPING HANDS

121 MOCKINGBIRD LANE
WHEELING,IL60090 		NONE PUBLIC CHARITY SHARE THE LOVE FOOD PANTRY 10,759

CHRISTMAS STORE OF CLEVELAND CO

641 EAST ROBINSON STREET
NORMAN,OK73071 		  PUBLIC CHARITY HOLIDAY FOOD AND GIFTS 5,000

OPERATION HELO

3524 AIRPORT ROAD
MAIDEN,NC28650 		  PUBLIC CHARITY WINTER WARMTH INITIATIVE 2,500

THE HELPING PAW PROJECT

2344 SOUTH SIXTH STREET
SPRINGFIELD,IL62703 		  PUBLIC CHARITY ANIMAL CARE 2,500

SKOKIE POLICE BENEVOLENT FUND

7300 NILES CENTER ROAD
SKOKIE,IL60077 		  PUBLIC CHARITY SKOKIE POLICE BENEVOLENT FUNDSKOKIE POLICE BENEVOLENT FUND 1,000

LIVE4LALI

3255 N ARLINGTON HEIGHTS RD
ARLINGTON HGTS,IL60004 		  PUBLIC CHARITY SUBSTANCE ABUSE EDUCATION 2,500

CENTER FOR MISSING & EXPLOITED

333 JOHN CARLYLE STREET
ALEXANDRIA,VA22314 		  PUBLIC CHARITY LONG TERM CARE UNIT 6,500
Total .................................right arrow 3a 283,459
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 ........... 		         
4 Dividends and interest from securities ....         63,130
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 ............ 		        489,483
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 0 552,613
13Total. Add line 12, columns (b), (d), and (e)..................
13
552,613
(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.)
3 INTEREST AND DIVIDENDS FROM PUBLIC SECURITIES
8 CAPITAL GAINS REALIZED IN THE SALE OF PUBLIC SECURITIES
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 InvestmentsCorpBondsSchedule
Name:
WILLIAM R JOHNSON FAMILY FOUNDATION
 
C/O KAREN GILLESPIE
EIN:
46-5560433
Name of Bond End of Year Book Value End of Year Fair Market Value
JPMORGAN CHASE $40,000 BOND 40,007 40,054
LAVACA NAVIDAD BOND DUE 8/26 77,373 74,343
BRISTOL MEYERS BOND DUE 6/15/26 71,568 73,696
SALLIE MAE BANK BOND DUE 2026 89,043 95,423
3M COMPANY BOND DUE 8/7/25 98,142 98,891
AMERICAN EXPRESS BOND 25,108 25,221
US TREASURY NOTE DUE 5/15/2025 47,889 49,719

TY 2024 InvestmentsCorpStockSchedule
Name:
WILLIAM R JOHNSON FAMILY FOUNDATION
 
C/O KAREN GILLESPIE
EIN:
46-5560433
Name of Stock End of Year Book Value End of Year Fair Market Value
APPLE COMPUTER INC 875 SHRS 26,620 219,118
INTUTIVE SURGICAL 255 SHARES 42,465 133,100
THERMO FISHER SCI 107 SHARES 22,081 55,665
NVIDIA CORP 295 SHARES 13,715 39,666
PALO ALTO NETWORKS 432 SHARES 55,842 157,213
BOSTON SCIENTIFIC 1,545 SHARES 70,121 137,999
ALPHABET INC. 1,003 SHARES 13,122 189,868
AMAZON COM INC. 700 SHARES 68,639 153,573
BOOKING HOLDINGS 18 SHARES 57,492 89,432
LILLY ELI 90 SHARES 50,154 81,060
MERCADOLIBRE INC. 61 SHARES 90,341 103,727
META PLATFORMS 325 SHARES 78,464 137,595
TESLA INC. 589 SHARES 71,893 237,862
CITIGROUP 1,842 SHARES 122,598 129,658
COREBRIDGE 4,465 SHARES 129,272 133,587
CORNING 2,727 SHARES 127,546 129,587
EMCOR 186 SHARES 86,575 84,425
FIRST SOLAR 706 SHARES 122,767 124,425
GE VERNOVA 359 SHARES 45,498 118,086
KLAYIYO 2081 SHARES 85,820 85,820
LAW RESH 1717 SHARES 124,119 124,019
MARVEL TECHNOLOGY 1241 SHARES 103,840 137,068
NETFLEX 118 SHARES 56,519 105,176
NVIDIA CORP 1255 SHARES 7,206 168,534
PILGRIMS PRIDE 1685 SHARES 25,989 76,482
QUANTA SVCS 481 SHARES 108,980 152,020
RALPH LAUREN CORP 84,602 94,702
TAIWAN SEMICONDUCTOR 475 SHARES 90,025 93,808
VERTIV HLDGS 1028 SHARES 78,607 116,791
ALIBABA GROUP HLDS 1532 SHARES 129,898 129,898
ARISTA NETWORK 224 SHARES 84,720 99,035
BLACKSTONE INC. 905 SHARES 119,401 156,040
BLOCK 1790 SHARES 133,599 152,132

TY 2024 InvestmentsGovtObligationsSch
Name:
WILLIAM R JOHNSON FAMILY FOUNDATION
 
C/O KAREN GILLESPIE
EIN:
46-5560433
US Government Securities - End of Year Book Value:

356,552
US Government Securities - End of Year Fair Market Value:

370,074
State & Local Government Securities - End of Year Book Value:


305,802
State & Local Government Securities - End of Year Fair Market Value:


311,886


TY 2024 LegalFeesSchedule
Name:
WILLIAM R JOHNSON FAMILY FOUNDATION
 
C/O KAREN GILLESPIE
EIN:
46-5560433
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
QUARLES & BRADY 4,500 0   4,500


TY 2024 OtherExpensesSchedule
Name:
WILLIAM R JOHNSON FAMILY FOUNDATION
 
C/O KAREN GILLESPIE
EIN:
46-5560433
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CHASE BANK FEES 104 104   0


TY 2024 OtherProfessionalFeesSchedule
Name:
WILLIAM R JOHNSON FAMILY FOUNDATION
 
C/O KAREN GILLESPIE
EIN:
46-5560433
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SIERA SUMMIT ASSET MGNT BOND 9,318 9,318   0
SIERA SUMMIT ASSET MGNT-STOCK 38,216 38,216   0