Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
GESNER JOHNSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1532 AFT
 
Room/suite
City or town
PENNINGTON
State or province
NJ
Country  
ZIP or foreign postal code
08534
A Employer identification number

41-1890875
B Telephone number (see instructions)

8888663275
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$19,030,512
J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 340,743 339,827  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 539,298
b Gross sales price for all assets on line 6a 1,120,743
7 Capital gain net income (from Part IV, line 2)... 539,298
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).......      
12 Total. Add lines 1 through 11........ 880,041 879,125  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 3,461 0 0 3,461
c Other professional fees (attach schedule).... 57,111 34,267   22,845
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 13,965 2,186   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 8,480 0 0 8,480
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 6,460 6,435   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 89,477 42,888 0 34,811
25 Contributions, gifts, grants paid....... 710,094 710,094
26 Total expenses and disbursements. Add lines 24 and 25 ................ 799,571 42,888 0 744,905
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 80,470
b Net investment income (if negative, enter -0-) 836,237
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 18,383 11,055 11,055
2 Savings and temporary cash investments......... 1,926,811 1,663,779 1,663,779
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 73,726 Click to see attachment
List of Attached Documents:
// Content
73,726
74,009
b Investments—corporate stock (attach schedule)....... 1,306,816 Click to see attachment
List of Attached Documents:
// Content
6,473,068
13,176,407
c Investments—corporate bonds (attach schedule)....... 100,449    
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,403,750 Click to see attachment
List of Attached Documents:
// Content
3,690,518
4,105,262
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,829,935 11,912,146 19,030,512
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 11,829,935 11,912,146
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)..... 11,829,935 11,912,146
30 Total liabilities and net assets/fund balances (see instructions). 11,829,935 11,912,146
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
11,829,935
2
Enter amount from Part I, line 27a .....................
2
80,470
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,311
4
Add lines 1, 2, and 3 ..........................
4
11,912,716
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
570
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
11,912,146
Form 990-PF (2025)
Form 990-PF (2025)
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 40000. ISHARES GOLD TR SHS     2025-01-31
b 4500. ISHARES GOLD TR SHS   2019-12-31 2025-01-31
c 2500. ISHARES GOLD TR SHS   2021-03-15 2025-01-31
d 10000. ISHARES GOLD TR SHS   2022-10-17 2025-01-31
e 2500. ISHARES GOLD TR SHS   2020-06-04 2025-01-31
5500. ISHARES GOLD TR SHS   2019-09-23 2025-01-31
15000. ISHARES GOLD TR SHS   2022-04-26 2025-01-31
40. LINDE PLC NEW   2017-12-22 2025-02-24
40000. ISHARES GOLD TR SHS     2025-02-28
2500. ISHARES GOLD TR SHS   2021-03-15 2025-02-28
2500. ISHARES GOLD TR SHS   2020-06-04 2025-02-28
5500. ISHARES GOLD TR SHS   2019-09-23 2025-02-28
10000. ISHARES GOLD TR SHS   2022-10-17 2025-02-28
4500. ISHARES GOLD TR SHS   2019-12-31 2025-02-28
15000. ISHARES GOLD TR SHS   2022-04-26 2025-02-28
40000. ISHARES GOLD TR SHS     2025-03-31
5500. ISHARES GOLD TR SHS   2019-09-23 2025-03-31
15000. ISHARES GOLD TR SHS   2022-04-26 2025-03-31
10000. ISHARES GOLD TR SHS   2022-10-17 2025-03-31
4500. ISHARES GOLD TR SHS   2019-12-31 2025-03-31
2500. ISHARES GOLD TR SHS   2020-06-04 2025-03-31
2500. ISHARES GOLD TR SHS   2021-03-15 2025-03-31
2289.452 FIDELITY ADV HEALTH CARE FD CL I   2017-12-22 2025-04-14
40000. ISHARES GOLD TR SHS     2025-04-30
5500. ISHARES GOLD TR SHS   2019-09-23 2025-04-30
10000. ISHARES GOLD TR SHS   2022-10-17 2025-04-30
2500. ISHARES GOLD TR SHS   2020-06-04 2025-04-30
15000. ISHARES GOLD TR SHS   2022-04-26 2025-04-30
2500. ISHARES GOLD TR SHS   2021-03-15 2025-04-30
4500. ISHARES GOLD TR SHS   2019-12-31 2025-04-30
105. UNITEDHEALTH GROUP INC   2017-12-22 2025-05-14
22. UNITEDHEALTH GROUP INC   2019-08-13 2025-05-14
40000. ISHARES GOLD TR SHS     2025-05-31
10000. ISHARES GOLD TR SHS   2022-10-17 2025-05-31
2500. ISHARES GOLD TR SHS   2021-03-15 2025-05-31
15000. ISHARES GOLD TR SHS   2022-04-26 2025-05-31
4500. ISHARES GOLD TR SHS   2019-12-31 2025-05-31
2500. ISHARES GOLD TR SHS   2020-06-04 2025-05-31
5500. ISHARES GOLD TR SHS   2019-09-23 2025-05-31
17. BROADCOM INC   2021-06-10 2025-06-06
44. BROADCOM INC   2021-04-22 2025-06-06
40000. ISHARES GOLD TR SHS     2025-06-30
10000. ISHARES GOLD TR SHS   2022-10-17 2025-06-30
5500. ISHARES GOLD TR SHS   2019-09-23 2025-06-30
4500. ISHARES GOLD TR SHS   2019-12-31 2025-06-30
15000. ISHARES GOLD TR SHS   2022-04-26 2025-06-30
2500. ISHARES GOLD TR SHS   2021-03-15 2025-06-30
2500. ISHARES GOLD TR SHS   2020-06-04 2025-06-30
109. APPLE INC   2017-12-22 2025-07-11
7. ABBVIE INC SHS   2020-02-27 2025-07-14
4. AMERICAN EXPRESS CO   2019-08-13 2025-07-14
21. AMPHENOL CORP NEW CL A   2024-08-05 2025-07-14
10. HONEYWELL INTERNATIONAL INC   2017-12-22 2025-07-14
8. MARSH & MCLENNAN CO INC   2017-12-22 2025-07-14
3. MASTERCARD INC   2022-02-24 2025-07-14
5. MCDONALDS CORP   2020-04-06 2025-07-14
12. MICROSOFT CORPORATION   2017-12-22 2025-07-14
3. MOTOROLA SOLUTIONS INC   2020-06-19 2025-07-14
34. NEXTERA ENERGY INC SHS   2017-12-22 2025-07-14
18. PHILIP MORRIS INTL INC   2018-04-04 2025-07-14
3.9 PROLOGIS INC   2020-11-04 2025-07-14
10.1 PROLOGIS INC   2020-11-19 2025-07-14
5. S&P GLOBAL INC   2023-06-13 2025-07-14
10. TJX COMPANIES INCORPORATED NEW   2021-02-22 2025-07-14
6. TAIWAN S MANUFCTRING ADR   2024-03-08 2025-07-14
15. WALMART INC   2021-12-14 2025-07-14
8. ZOETIS INC   2023-07-21 2025-07-14
5. EATON CORP PLC   2022-02-14 2025-07-14
5. TRANE TECHNOLOGIES PLC   2017-12-22 2025-07-14
75000. UNITEDHEALTH GROU 3.75% 25 GLB   2017-05-31 2025-07-15
25000. UNITEDHEALTH GROU 3.75% 25 GLB   2017-09-22 2025-07-15
40000. ISHARES GOLD TR SHS     2025-07-31
5500. ISHARES GOLD TR SHS   2019-09-23 2025-07-31
10000. ISHARES GOLD TR SHS   2022-10-17 2025-07-31
15000. ISHARES GOLD TR SHS   2022-04-26 2025-07-31
4500. ISHARES GOLD TR SHS   2019-12-31 2025-07-31
2500. ISHARES GOLD TR SHS   2020-06-04 2025-07-31
2500. ISHARES GOLD TR SHS   2021-03-15 2025-07-31
40000. ISHARES GOLD TR SHS     2025-08-31
2500. ISHARES GOLD TR SHS   2020-06-04 2025-08-31
5500. ISHARES GOLD TR SHS   2019-09-23 2025-08-31
10000. ISHARES GOLD TR SHS   2022-10-17 2025-08-31
15000. ISHARES GOLD TR SHS   2022-04-26 2025-08-31
2500. ISHARES GOLD TR SHS   2021-03-15 2025-08-31
4500. ISHARES GOLD TR SHS   2019-12-31 2025-08-31
73. NOVO-NORDISK A S ADR   2025-02-27 2025-09-05
75. NOVO-NORDISK A S ADR   2024-10-21 2025-09-05
78. NOVO-NORDISK A S ADR   2024-10-22 2025-09-05
49. NOVO-NORDISK A S ADR   2024-11-07 2025-09-05
50. NOVO-NORDISK A S ADR   2024-10-18 2025-09-05
77. BROADCOM INC   2021-06-10 2025-09-12
40000. ISHARES GOLD TR SHS     2025-09-30
5500. ISHARES GOLD TR SHS   2019-09-23 2025-09-30
15000. ISHARES GOLD TR SHS   2022-04-26 2025-09-30
4500. ISHARES GOLD TR SHS   2019-12-31 2025-09-30
2500. ISHARES GOLD TR SHS   2021-03-15 2025-09-30
10000. ISHARES GOLD TR SHS   2022-10-17 2025-09-30
2500. ISHARES GOLD TR SHS   2020-06-04 2025-09-30
40000. ISHARES GOLD TR SHS     2025-10-31
15000. ISHARES GOLD TR SHS   2022-04-26 2025-10-31
5500. ISHARES GOLD TR SHS   2019-09-23 2025-10-31
10000. ISHARES GOLD TR SHS   2022-10-17 2025-10-31
2500. ISHARES GOLD TR SHS   2020-06-04 2025-10-31
2500. ISHARES GOLD TR SHS   2021-03-15 2025-10-31
4500. ISHARES GOLD TR SHS   2019-12-31 2025-10-31
34. SOLSTICE ADVANCED MATERIALS INC REGISTER   2017-12-22 2025-11-03
8.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2021-09-10 2025-11-03
7.25 SOLSTICE ADVANCED MATERIALS INC REGISTER   2025-09-05 2025-11-03
.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2025-09-05 2025-11-04
61. TEXAS INSTRUMENTS INC   2018-12-11 2025-11-10
45. TEXAS INSTRUMENTS INC   2018-10-24 2025-11-10
40000. ISHARES GOLD TR SHS     2025-11-30
15000. ISHARES GOLD TR SHS   2022-04-26 2025-11-30
2500. ISHARES GOLD TR SHS   2021-03-15 2025-11-30
2500. ISHARES GOLD TR SHS   2020-06-04 2025-11-30
10000. ISHARES GOLD TR SHS   2022-10-17 2025-11-30
5500. ISHARES GOLD TR SHS   2019-09-23 2025-11-30
4500. ISHARES GOLD TR SHS   2019-12-31 2025-11-30
76. ABBOTT LABORATORIES   2021-09-15 2025-12-11
45. ABBOTT LABORATORIES   2021-09-13 2025-12-11
85. ABBOTT LABORATORIES   2021-09-14 2025-12-11
63. ABBOTT LABORATORIES   2021-09-16 2025-12-11
12. ELEVANCE HEALTH INC   2023-04-06 2025-12-11
23. ELEVANCE HEALTH INC   2025-06-06 2025-12-11
5. ELEVANCE HEALTH INC   2025-06-09 2025-12-11
27. ARES MANAGEMENT CORP - A   2025-11-10 2025-12-11
3. ARES MANAGEMENT CORP - A   2025-11-11 2025-12-11
54. ARES MANAGEMENT CORP - A   2025-01-31 2025-12-11
23. CHEVRON CORP   2023-08-17 2025-12-11
116. COMCAST CORP NEW CL A   2019-01-18 2025-12-11
688. COMCAST CORP NEW CL A   2017-12-22 2025-12-11
50. COMCAST CORP NEW CL A   2021-12-14 2025-12-11
86. COMCAST CORP NEW CL A   2023-01-23 2025-12-11
58. COMCAST CORP NEW CL A   2023-01-24 2025-12-11
35. HONEYWELL INTERNATIONAL INC   2021-09-10 2025-12-11
32. HONEYWELL INTERNATIONAL INC   2025-09-05 2025-12-11
12. HONEYWELL INTERNATIONAL INC   2025-11-11 2025-12-11
8. NORTHROP GRUMMAN CORP   2025-09-05 2025-12-11
2. NORTHROP GRUMMAN CORP   2025-09-08 2025-12-11
58. STARBUCKS CORP COM   2024-02-09 2025-12-11
209. STARBUCKS CORP COM   2024-02-08 2025-12-11
39. ZOETIS INC   2024-06-24 2025-12-11
104. ZOETIS INC   2023-07-21 2025-12-11
73. ZOETIS INC   2023-07-24 2025-12-11
36. ZOETIS INC   2023-07-25 2025-12-11
30. SMURFIT WESTROCK LTD REG SHS   2024-12-26 2025-12-11
165. SMURFIT WESTROCK LTD REG SHS   2024-12-27 2025-12-11
75. SMURFIT WESTROCK LTD REG SHS   2024-12-30 2025-12-11
102. SMURFIT WESTROCK LTD REG SHS   2024-12-31 2025-12-11
182. SMURFIT WESTROCK LTD REG SHS   2025-01-02 2025-12-11
91. SMURFIT WESTROCK LTD REG SHS   2025-01-03 2025-12-11
120. SMURFIT WESTROCK LTD REG SHS   2025-02-25 2025-12-11
119. SMURFIT WESTROCK LTD REG SHS   2025-02-26 2025-12-11
13. AMERICAN EXPRESS CO   2019-08-14 2025-12-19
19. AMERICAN EXPRESS CO   2019-08-13 2025-12-19
39. J P MORGAN CHASE & CO COM   2017-12-22 2025-12-19
40000. ISHARES GOLD TR SHS     2025-12-31
4500. ISHARES GOLD TR SHS   2019-12-31 2025-12-31
2500. ISHARES GOLD TR SHS   2020-06-04 2025-12-31
15000. ISHARES GOLD TR SHS   2022-04-26 2025-12-31
10000. ISHARES GOLD TR SHS   2022-10-17 2025-12-31
2500. ISHARES GOLD TR SHS   2021-03-15 2025-12-31
5500. ISHARES GOLD TR SHS   2019-09-23 2025-12-31
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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 434     434
b 49   26 23
c 27   17 10
d 108   63 45
e 27   17 10
60   32 28
163   109 54
18,361   6,538 11,823
402     402
25   15 10
25   15 10
55   29 26
101   58 43
45   24 21
151   99 52
471     471
65   32 33
177   107 70
118   62 56
53   26 27
29   16 13
29   16 13
140,000   105,887 34,113
491     491
67   32 35
123   63 60
31   16 15
184   109 75
31   17 14
55   26 29
32,819   23,039 9,780
6,876   5,458 1,418
532     532
133   65 68
33   17 16
199   112 87
60   27 33
33   17 16
73   33 40
4,204   797 3,407
10,882   2,006 8,876
513     513
128   63 65
70   32 38
58   26 32
192   109 83
32   17 15
32   16 16
22,971   4,768 18,203
1,337   607 730
1,282   504 778
2,113   1,226 887
2,383   1,474 909
1,708   647 1,061
1,663   1,086 577
1,506   870 636
6,038   1,023 5,015
1,247   422 825
2,563   1,312 1,251
3,250   1,811 1,439
424   335 89
1,098   817 281
2,654   1,951 703
1,231   697 534
1,374   933 441
1,433   724 709
1,250   1,462 -212
1,800   758 1,042
2,200   347 1,853
75,000   75,000  
25,000   25,000  
529     529
73   33 40
132   65 67
198   112 86
59   27 32
33   17 16
33   17 16
533     533
33   16 17
73   32 41
133   63 70
200   109 91
33   17 16
60   26 34
4,024   6,555 -2,531
4,134   8,796 -4,662
4,300   9,075 -4,775
2,701   5,227 -2,526
2,756   5,903 -3,147
27,857   3,609 24,248
550     550
76   30 46
206   101 105
62   24 38
34   15 19
138   59 79
34   15 19
650     650
244   115 129
89   34 55
163   67 96
41   17 24
41   17 24
73   28 45
1,500   1,181 319
386   461 -75
320   366 -46
33   38 -5
9,721   5,808 3,913
7,171   4,258 2,913
629     629
236   106 130
39   16 23
39   16 23
157   61 96
87   31 56
71   25 46
9,348   9,710 -362
5,535   5,688 -153
10,456   10,834 -378
7,749   8,007 -258
4,314   5,813 -1,499
8,269   9,017 -748
1,798   1,952 -154
4,808   4,163 645
534   461 73
9,616   10,549 -933
3,456   3,713 -257
3,174   4,190 -1,016
18,824   27,985 -9,161
1,368   2,440 -1,072
2,353   3,453 -1,100
1,587   2,320 -733
6,789   7,370 -581
6,207   6,444 -237
2,328   2,356 -28
4,500   4,623 -123
1,125   1,148 -23
4,884   5,643 -759
17,600   20,010 -2,410
4,580   6,761 -2,181
12,214   19,011 -6,797
8,573   13,497 -4,924
4,228   6,807 -2,579
1,141   1,628 -487
6,275   8,942 -2,667
2,852   4,012 -1,160
3,879   5,494 -1,615
6,921   9,745 -2,824
3,461   4,882 -1,421
4,564   6,338 -1,774
4,526   6,349 -1,823
4,876   1,602 3,274
7,126   2,393 4,733
12,266   4,177 8,089
685     685
77   27 50
43   17 26
257   112 145
171   65 106
43   17 26
94   33 61
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
      444,234
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       434
b       23
c       10
d       45
e       10
      28
      54
      11,823
      402
      10
      10
      26
      43
      21
      52
      471
      33
      70
      56
      27
      13
      13
      34,113
      491
      35
      60
      15
      75
      14
      29
      9,780
      1,418
      532
      68
      16
      87
      33
      16
      40
      3,407
      8,876
      513
      65
      38
      32
      83
      15
      16
      18,203
      730
      778
      887
      909
      1,061
      577
      636
      5,015
      825
      1,251
      1,439
      89
      281
      703
      534
      441
      709
      -212
      1,042
      1,853
       
       
      529
      40
      67
      86
      32
      16
      16
      533
      17
      41
      70
      91
      16
      34
      -2,531
      -4,662
      -4,775
      -2,526
      -3,147
      24,248
      550
      46
      105
      38
      19
      79
      19
      650
      129
      55
      96
      24
      24
      45
      319
      -75
      -46
      -5
      3,913
      2,913
      629
      130
      23
      23
      96
      56
      46
      -362
      -153
      -378
      -258
      -1,499
      -748
      -154
      645
      73
      -933
      -257
      -1,016
      -9,161
      -1,072
      -1,100
      -733
      -581
      -237
      -28
      -123
      -23
      -759
      -2,410
      -2,181
      -6,797
      -4,924
      -2,579
      -487
      -2,667
      -1,160
      -1,615
      -2,824
      -1,421
      -1,774
      -1,823
      3,274
      4,733
      8,089
      685
      50
      26
      145
      106
      26
      61
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 539,298
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 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 11,624
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 11,624
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 11,624
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 9,040
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 9,040
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....... 9 2,584
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
MN
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 1532 AFTPENNINGTONNJ ZIP+408534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
RUSSELL JOHNSON PRESIDENT
20
0    
2 PICKWICK PLAZA 4TH FL
GREENWICH,CT06830
MARCIA CAMPBELL TREASURER
10
0    
2 PICKWICK PLAZA 4TH FL
GREENWICH,CT06830
PAUL JOHNSON SECRETARY
10
0    
2 PICKWICK PLAZA 4TH FL
GREENWICH,CT06830
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
16,816,150
b
Average of monthly cash balances.......................
1b
995,222
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
17,811,372
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
17,811,372
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
267,171
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,544,201
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
877,210
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
877,210
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
11,624
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,624
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
865,586
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
865,586
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
865,586
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, line 26, column (d) ..........
1a
744,905
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
744,905
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 865,586
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 710,094
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 744,905
a Applied to 2024, but not more than line 2a 710,094
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 2025 distributable amount..... 34,811
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
830,775
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 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
GESNER-JOHNSON FDN
2 PICKWICK PLAZA 4th FL
GREENWICH,CT06830
(203) 863-7639
bThe form in which applications should be submitted and information and materials they should include:
Letter of request stating needs and purprose of grant funds
cAny submission deadlines:
None
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Grant used for religious, charitable, scientific, and education purposes
Form 990-PF (2025)
Form 990-PF (2025)
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

VOLUNTEERS OF AMERICA INC

1660 DUKE ST
ALEXANDRIA,VA22314
N/A   UNRESTRICTED GENERAL 50,000

WORLD RELIEF WESTERN WASHINGTON

23835 PACIFIC HWY S
KENT,WA98032
N/A   UNRESTRICTED GENERAL 50,400

ANTIOCH ADOPTIONS

123416 134TH CT NE
REDMOND,WA98052
N/A   GRANT FOR UPGRADING 20,000

OUTDOOR OUTREACH

3980 SHERMAN ST 160
SAN DIEGO,CA92110
N/A   UNRESTRICTED GENERAL 56,275

SOLUTIONS FOR CHANGE

722 W CALIFORNIA AVE
VISTA,CA92083
N/A   UNRESTRICTED GENERAL 45,000

HOPE REFUGE INC

PO BOX 80325
GOLETA,CA93117
N/A   UNRESTRICTED GENERAL 50,000

RISE URBAN LEADERSHIP INSTITUTE OF SAN DIEGO

404 EUCLID AVE 329
SAN DIEGO,CA92114
N/A   UNRESTRICTED GENERAL 21,300

CURA SMILES INC

3503 ETHAN ALLEN AVE
SAN DIEGO,CA92117
N/A   UNRESTRICTED GENERAL 33,530

GIRLS RISING ABOVE CHILD EXPLOITATION (GRACE)

4684 CAP MAY AVE
SAN DIEGO,CA92107
N/A   UNRESTRICTED GENERAL 39,000

IMPACT LATIN AMERICA

PO BOX 28281
SEATTLE,WA98118
N/A   UNRESTRICTED GENERAL 13,350

TESTIMONY GOSPEL BRAND MINISTRIES INC

30013 AVENIDA ESPLENDIDA
RCH PALOS VRD,CA90275
N/A   UNRESTRICTED GENERAL 40,000

OUR ARTS FOUNDATION

434 VIA DE VISTA
SOLANA BEACH,CA92075
N/A   UNRESTRICTED GENERAL 31,689

YOUR NEIGHBOR TO LOVE COALITION

8660 FERNMONT RD
NISSWA,MN564682504
N/A   UNRESTRICTED GENERAL 50,000

UNITED WAY OF PIERCE COUNTY

1501 PACIFIC AVE 400
TACOMA,WA98402
N/A   UNRESTRICTED GENERAL 30,000

AGROS INTERNATIONAL

2225 4TH AVE 2ND FL
SEATTLE,WA98121
N/A   UNRESTRICTED GENERAL 25,000

URBAN IMPACT

7728 RAINIER AVE S
SEATTLE,WA98118
N/A   UNRESTRICTED GENERAL 49,550

SEATTLE SCHOOL OF THEOLOGY & PSYCHOLOGY

1130 RAINIER AVE S 200
SEATTLE,WA98144
N/A   UNRESTRICTED GENERAL 50,000

FRIENDS IN DEED (THE FID GROUP)

444 E WASHINGTON BLVD
PASADENA,CA91104
N/A   UNRESTRICTED GENERAL 15,000

JOURNEY HOUSE

1232 N LOS ROBLES AVE
PASADENA,CA91104
N/A   UNRESTRICTED GENERAL 40,000
Total ................................. 3a 710,094
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 340,743  
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 ............
    18 539,298  
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) ..   880,041  
13Total. Add line 12, columns (b), (d), and (e)..................
13
880,041
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARTION FEE - BOA 1,250     1,250
BOOKKEEPING SERVICES:        
ALMADINE BOOKKEEPING SUPPORT 2,211     2,211

TY 2025 InvestmentsCorpBondsSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Name of Bond End of Year Book Value End of Year Fair Market Value
91324PCP5 UNITEDHEALTH GROUP I    

TY 2025 InvestmentsCorpStockSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Name of Stock End of Year Book Value End of Year Fair Market Value
548661107 LOWES COMPANIES INC    
65339F101 NEXTERA ENERGY INC    
713448108 PEPSICO INC    
907818108 UNION PACIFIC CORP    
91324P102 UNITEDHEALTH GROUP I    
92939U106 WEC ENERGY GROUP INC    
882508104 TEXAS INSTRUMENTS IN    
594918104 MICROSOFT CORP COM    
037833100 APPLE INC    
438516106 HONEYWELL INTERNATIO    
609207105 MONDELEZ INTERNATION    
025816109 AMERICAN EXPRESS CO    
036752103 ANTHEM INC    
G1151C101 ACCENTURE PLC SHS    
166764100 CHEVRONTEXACO CORP    
20030N101 COMCAST CORP    
695156109 PACKAGING CORP OF AM    
718172109 PHILIP MORRIS INTERN    
46625H100 J P MORGAN CHASE & C    
571748102 MARSH & MCLENNAN COS    
620076307 MOTOROLA SOLUTIONS I    
580135101 MC DONALDS CORPORATI    
00287Y109 ABBVIE INC    
G8994E103 TRANE TECHNOLOGIES P    
872540109 TJX COS INC/THE    
11135F101 BROADCOM INC    
002824100 ABBOTT LABORATORIES    
931142103 WAL MART STORES INC    
G29183103 EATON CORP PLC    
666807102 NORTHROP GRUMMAN COR    
57636Q104 MASTERCARD INC    
74340W103 PROLOGIS INC    
03027X100 AMERICAN TOWER REIT    
30231G102 EXXON MOBIL CORP    
78409V104 S&P GLOBAL INC    
98978V103 ZOETIS INC    
G54950103 LINDE PLC NEW    
032095101 AMPHENOL CORP    
670100205 NOVO NORDISK A/S ADR    
855244109 STARBUCKS CORP    
874039100 TAIWAN SEMICONDUCTOR    
G8267P108 SMURFIT WESTROCK LTD    
464287465 ISHARES MSCI EAFE 444,749 609,669
46435U135 ISHARES CYBERSECURIT 100,009 98,454
464287507 ISHARES CORE S&P MID 479,288 1,130,920
464285204 ISHARES GOLD TR SHS 1,299,243 3,246,800
464287234 ISHARES MSCI EMERGIN 154,967 224,469
922908751 VANGUARD SMALL CAP 397,066 553,340
464288760 ISHARES US AEROSPACE 113,974 216,682
92204A306 VANGUARD ENERGY ETF 223,017 256,594
464287200 ISHARES CORE S&P 500 1,329,038 3,598,354
921946406 VANGUARD HIGH DVD YI 433,842 616,396
464287523 ISHARES SEMICONDUCTO 104,567 181,706
548661107 LOWE'S COMPANIES INC 16,432 43,409
921908844 VANGUARD DIVIDEND AP 200,560 196,483
G1151C101 ACCENTURE PLC SHS 28,258 49,099
874039100 TAIWAN S MANUFCTRING 42,259 87,824
620076307 MOTOROLA SOLUTIONS I 21,557 57,115
65339F101 NEXTERA ENERGY INC S 40,984 62,699
92939U106 WEC ENERGY GROUP INC 33,066 46,086
036752103 ELEVANCE HEALTH INC 21,186 25,590
30231G102 EXXON MOBIL CORP 46,755 49,700
713448108 PEPSICO INC 22,772 27,556
438516106 HONEYWELL INTL INC D 29,007 36,677
594918104 MICROSOFT CORP 62,076 195,382
46625H100 JPMORGAN CHASE & CO 34,589 95,377
G54950103 LINDE PLC NEW 17,640 44,771
571748102 MARSH & MCLENNAN COS 17,801 40,814
666807102 NORTHROP GRUMMAN COR 32,071 34,783
872540109 TJX COS INC NEW 26,579 60,522
931142103 WALMART INC 30,517 70,634
G29183103 EATON CORP PLC 22,985 47,139
03990B101 ARES MANAGEMENT CORP 35,950 32,488
580135101 MCDONALDS CORP 41,803 55,625
00287Y109 ABBVIE INC SHS 23,879 64,434
78409V104 S&P GLOBAL INC 34,470 45,988
74340W103 PROLOGIS INC 44,167 54,000
855244109 STARBUCKS CORP 5,603 5,642
30303M102 META PLATFORMS INC C 39,488 39,605
235851102 DANAHER CORP DEL 42,300 49,676
166764100 CHEVRON CORP 33,216 40,846
57636Q104 MASTERCARD INC 46,422 71,931
609207105 MONDELEZ INTERNATION 20,374 25,300
11135F101 BROADCOM INC 17,599 126,673
032095101 AMPHENOL CORP CL A N 38,785 84,463
718172109 PHILIP MORRIS INTL I 32,100 57,102
907818108 UNION PACIFIC CORP 22,698 36,086
002824100 ABBOTT LABS 15,889 20,297
037833100 APPLE INC 40,129 165,019
G8994E103 TRANE TECHNOLOGIES P 8,058 45,147
03027X100 AMERICAN TOWER REIT 40,041 39,328
025816109 AMER EXPRESS COMPANY 24,491 73,250
631103108 NASDAQ OMX GRP INC 38,752 38,463

TY 2025 InvestmentsGovtObligationsSch
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
US Government Securities - End of Year Book Value:

73,726
US Government Securities - End of Year Fair Market Value:

74,009
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 InvestmentsOtherSchedule2
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287507 ISHARES CORE S&P MID      
74253Q747 PRINCIPAL MIDCAP FUN AT COST 319,020 505,573
74441R508 PGIM SHORT TERM CORP AT COST 676,110 672,239
315918821 FIDELITY ADV HEALTH AT COST 306,026 406,474
0075W0759 EDGEWOOD GROWTH FUND AT COST 641,511 743,754
464287200 ISHARES CORE S&P 500      
464285204 ISHARES GOLD TR SHS      
258620863 DOUBLELINE LOW DURAT      
921946406 VANGUARD HIGH DIVIDE      
09260B747 BLACKROCK FLOATING R      
92204A306 VANGUARD ENERGY ETF      
258620301 DOUBLELINE CORE FIXE      
464287234 ISHARES MSCI EMERGIN      
464287465 ISHARES MSCI EAFE ET      
464288760 ISHARES US AEROSPACE      
922908751 VANGUARD SMALL-CAP E      
46435U135 ISHARES CYBERSECURIT      
258620863 DOUBLELINE LOW DURAT AT COST 450,383 444,795
258620301 DOUBLELINE CORE FIXE AT COST 488,724 521,758
74441R508 PGIM SHORT TERM CORP AT COST 454,473 456,081
09260B747 BLACKROCK FLOATING R AT COST 354,271 354,588

TY 2025 OtherDecreasesSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Description Amount
NET TIMING DIFFERENCE 569
NET ROUNDING 1


TY 2025 OtherExpensesSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AG FILING FEE 25 0   25
INVESTMENT EXPENSES - PROCEEDS 6,418 6,418   0
INVESTMENT ADVISORY FEES 17 17   0


TY 2025 OtherIncreasesSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Description Amount
TYE INCOME ADJUSTMENT 2,311


TY 2025 OtherProfessionalFeesSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 57,111 34,267   22,845


TY 2025 TaxesSchedule
Name:
GESNER JOHNSON FOUNDATION
EIN:
41-1890875
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 329 329   0
EXCISE TAX - PRIOR YEAR 2,739 0   0
FEDERAL ESTIMATES - PRINCIPAL 9,040 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,522 1,522   0
FOREIGN TAXES ON NONQUALIFIED 335 335   0