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
THE HOWARD JOHNSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 653067
  Room/suite
City or town
DALLAS
State or province
TX
Country  
ZIP or foreign postal code
752653067
A Employer identification number

04-6060965
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)$8,124,518J 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... 146,084 145,201  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 360,955
b Gross sales price for all assets on line 6a 1,455,672
7 Capital gain net income (from Part IV, line 2)... 360,955
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,575 3,575  
12 Total. Add lines 1 through 11........ 510,614 509,731  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 42,019 25,211   16,808
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,700 2,220 0 1,480
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
19,812     19,812
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,801 394   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
70     70
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,402 27,825 0 38,170
25 Contributions, gifts, grants paid....... 317,500 317,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 391,902 27,825 0 355,670
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 118,712
b Net investment income (if negative, enter -0-) 481,906
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.............      
2 Savings and temporary cash investments......... 172,053 150,796 150,796
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) 237,897 Click to see attachment
List of Attached Documents:
// Content
485,832 		486,088
b Investments—corporate stock (attach schedule)....... 2,557,966 Click to see attachment
List of Attached Documents:
// Content
2,786,397 		7,079,834
c Investments—corporate bonds (attach schedule)....... 736,206 Click to see attachment
List of Attached Documents:
// Content
399,070 		407,800
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 3,704,122 3,822,095 8,124,518
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........ 3,704,122 3,822,095
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,704,122 3,822,095
30 Total liabilities and net assets/fund balances (see instructions). 3,704,122 3,822,095
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
3,704,122
2
Enter amount from Part I, line 27a .....................
2
118,712
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,822,834
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
739
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,822,095
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 5. BOOKING HLDGS INC USD0.008   2013-08-23 2025-03-31
b 865. EXXON MOBIL CORPORATION   2021-02-24 2025-03-31
c 200. TJX COMPANIES INCORPORATED NEW   2013-08-20 2025-03-31
d 285. TJX COMPANIES INCORPORATED NEW   2014-12-29 2025-03-31
e 350. CHUBB LTD   2012-04-24 2025-03-31
35. CHUBB LTD   2012-07-13 2025-03-31
100000. JPMORGAN CHASE & CO CLD GLB   2022-06-13 2025-04-26
100000. HSBC HOLDINGS PLC GLB   2022-04-29 2025-07-09
100000. JPMORGAN CHASE & CO CLD GLB   2022-09-27 2025-07-09
100000. JPMORGAN CHASE & CO GLB   2024-07-09 2025-07-09
50000. JPMORGAN CHASE & CO GLB   2024-08-09 2025-07-09
50000. JPMORGAN CHASE & CO GLB   2024-10-25 2025-07-09
50000. JPMORGAN CHASE & CO GLB   2024-10-28 2025-07-09
100000. MORGAN STANLEY SER GMTN GLB   2024-04-30 2025-07-09
100000. U.S. TREASURY NOTE 4.500% NOV 15 2025   2024-10-18 2025-07-09
100000. UNITEDHEALTH GROUP INC GLB   2023-04-25 2025-07-09
6000. U.S. TREASURY NOTE 0.625% AUG 15 2030   2025-07-09 2025-07-11
4000. HOME DEPOT INC GLB   2025-07-09 2025-07-14
12000. TRUIST FINANCIAL COR CLD SER MTN   2025-07-09 2025-07-28
6000. META PLATFORMS INC GLB   2025-07-09 2025-07-30
3000. META PLATFORMS INC GLB   2025-07-09 2025-07-31
160.44 FHLMC SD 8469 05 50%2054   2025-07-15 2025-07-31
238.45 FNMA PFA1024 02 50%2051   2025-07-14 2025-07-31
472.81 FNMA PFA1864 02 50%2037   2025-07-16 2025-07-31
415.8 FNMA PFS6599 03 50%2052   2025-07-14 2025-07-31
647.65 FNMA PMA4624 03%2052   2025-07-14 2025-07-31
4000. CVS HEALTH CORP GLB   2025-07-09 2025-08-01
165.48 FHLMC SD 8469 05 50%2054   2025-07-15 2025-08-31
126.83 FNMA PFA1024 02 50%2051   2025-07-14 2025-08-31
496.42 FNMA PFA1864 02 50%2037   2025-07-16 2025-08-31
346.45 FNMA PFS6599 03 50%2052   2025-07-14 2025-08-31
473.93 FNMA PMA4624 03%2052   2025-07-14 2025-08-31
339.13 FHLMC SD 8469 05 50%2054   2025-07-15 2025-09-30
214.86 FNMA PFA1024 02 50%2051   2025-07-14 2025-09-30
452.97 FNMA PFA1864 02 50%2037   2025-07-16 2025-09-30
393.37 FNMA PFS6599 03 50%2052   2025-07-14 2025-09-30
621.56 FNMA PMA4624 03%2052   2025-07-14 2025-09-30
11000. U.S. TREASURY NOTE 0.625% AUG 15 2030   2025-07-09 2025-10-01
5000. CONSTELLATION BRANDS INC GLB   2025-07-09 2025-10-22
605.82 FHLMC SD 8469 05 50%2054   2025-07-15 2025-10-31
165.47 FNMA PFA1024 02 50%2051   2025-07-14 2025-10-31
458.93 FNMA PFA1864 02 50%2037   2025-07-16 2025-10-31
320.43 FNMA PFS6599 03 50%2052   2025-07-14 2025-10-31
542.59 FNMA PMA4624 03%2052   2025-07-14 2025-10-31
80. IDEXX LABS INC   2020-02-19 2025-11-03
60. ILLINOIS TOOL WORKS INCORPORATED   1996-01-12 2025-11-03
140. ILLINOIS TOOL WORKS INCORPORATED   1997-12-30 2025-11-03
500. XYLEM INC SHS   2012-09-06 2025-11-03
9000. UNITED TECHNOLOGIES CORP GLB   2025-07-09 2025-11-18
6000. CVS HEALTH CORP GLB   2025-07-09 2025-11-21
4000. RIO TINTO FIN USA PLC COMPANY GUARNT GLB   2025-07-09 2025-11-21
3000. U.S. TREASURY BOND 2.750% AUG 15 2042   2025-07-09 2025-11-21
4000. U.S. TREASURY NOTE 3.375% MAY 15 2033   2025-07-09 2025-11-21
421.01 FHLMC SD 8469 05 50%2054   2025-07-15 2025-11-30
184.1 FNMA PFA1024 02 50%2051   2025-07-14 2025-11-30
442.99 FNMA PFA1864 02 50%2037   2025-07-16 2025-11-30
403.77 FNMA PFS6599 03 50%2052   2025-07-14 2025-11-30
538.27 FNMA PMA4624 03%2052   2025-07-14 2025-11-30
6000. CARRIER GLOBAL CORP GLB   2025-07-09 2025-12-09
9000. CITIGROUP INC -   2025-07-09 2025-12-15
5000. U.S. TREASURY NOTE 3.375% MAY 15 2033   2025-07-09 2025-12-18
10000. EOG RESOURCES INC CLD GLB   2025-07-09 2025-12-24
392.62 FHLMC SD 8469 05 50%2054   2025-07-15 2025-12-31
165.49 FNMA PFA1024 02 50%2051   2025-07-14 2025-12-31
456.6 FNMA PFA1864 02 50%2037   2025-07-16 2025-12-31
370.07 FNMA PFS6599 03 50%2052   2025-07-14 2025-12-31
594.69 FNMA PMA4624 03%2052   2025-07-14 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    
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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 22,861   4,768 18,093
b 102,921   48,795 54,126
c 24,205   5,414 18,791
d 34,493   9,747 24,746
e 105,617   26,290 79,327
10,562   2,546 8,016
100,000   98,292 1,708
99,837   100,302 -465
99,661   94,212 5,449
99,689   97,997 1,692
49,845   49,566 279
50,048   49,520 528
50,048   49,415 633
99,973   98,157 1,816
100,034   100,324 -290
98,444   98,745 -301
5,075   5,082 -7
3,992   4,021 -29
12,000   11,998 2
5,930   5,940 -10
2,978   2,970 8
160   159 1
238   195 43
473   442 31
416   371 45
648   555 93
3,450   3,435 15
165   164 1
127   104 23
496   464 32
346   309 37
474   406 68
339   336 3
215   176 39
453   423 30
393   351 42
622   532 90
9,504   9,317 187
5,083   4,930 153
606   600 6
165   136 29
459   429 30
320   286 34
543   465 78
57,346   23,651 33,695
14,587   793 13,794
34,036   4,145 29,891
74,459   12,396 62,063
8,999   8,925 74
5,291   5,153 138
4,115   4,046 69
2,346   2,259 87
3,877   3,775 102
421   417 4
184   151 33
443   414 29
404   361 43
538   461 77
6,420   6,360 60
8,980   8,910 70
4,827   4,719 108
10,000   9,991 9
393   389 4
165   136 29
457   427 30
370   331 39
595   509 86
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
      12,511
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       18,093
b       54,126
c       18,791
d       24,746
e       79,327
      8,016
      1,708
      -465
      5,449
      1,692
      279
      528
      633
      1,816
      -290
      -301
      -7
      -29
      2
      -10
      8
      1
      43
      31
      45
      93
      15
      1
      23
      32
      37
      68
      3
      39
      30
      42
      90
      187
      153
      6
      29
      30
      34
      78
      33,695
      13,794
      29,891
      62,063
      74
      138
      69
      87
      102
      4
      33
      29
      43
      77
      60
      70
      108
      9
      4
      29
      30
      39
      86
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 360,955
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 6,698
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,698
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,698
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,816
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 6,816
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 118
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax118 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)
MA
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 653067DALLASTX ZIP+4752653067
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
HOWARD BRENNAN JOHNSON TRUSTEE
1 		0    
888 PARK AVE APT 14B
NEW YORK,NY100750282
MARISSA T JOHNSON TRUSTEE
1 		0    
130 N BEACH RD
HOBE SOUND,FL334552111
HOWARD BATES JOHNSON TRUSTEE
1 		0    
120 E END AVE APT 4C
NEW YORK,NY100287552
PATRICIA B CRAWFORD TRUSTEE
1 		0    
1220 PARK AVE APT 6B
NEW YORK,NY101281733
JOSHUA J WEEKS TRUSTEE
1 		0    
9 RIDING CLUB RD
WILTON,CT068971734
WILLIAM H WEEKS TRUSTEE
1 		0    
22 GRIGG ST
GREENWICH,CT068306510
BANK OF AMERICA N A AGENT FOR FIDUCIARY
1 		42,019    
PO BOX 653067
DALLAS,TX752653067
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 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
7,590,115
b
Average of monthly cash balances.......................
1b
275,212
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,865,327
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,865,327
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
117,980
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,747,347
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
387,367
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
387,367
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,698
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,698
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
380,669
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
380,669
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
380,669
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
355,670
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
355,670
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 7 380,669
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 316,107
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: $ 355,670
a Applied to 2024, but not more than line 2a 316,107
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..... 39,563
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 .......... 		341,106
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).)
HOWARD BRENNAN JOHNSON HOWARD BATE
WILLIAM HOWARD WEEKS MARISSA TURE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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 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 (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

MOUNT DESERT ISLAND HOSPITAL

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

MOUNT DESERT NURSING ASSOCIATION

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

NORTHEAST HARBOR LIBRARY

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

FRIENDS OF ACADIA (FOA)

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

NORTHEAST HARBOR SAILING SCHOOL

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

BOSTON UNIVERSITY

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

HARVARD COLLEGE FUND

124 MT AUBURN STREET
CAMBRIDGE,MA02138 		N/A   HOWARD JOHNSON SCHOLARSHIP 10,000

TABOR ACADEMY

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

MARTHA'S VINEYARD HOSPITAL INC

PO BOX 1477
OAK BLUFFS,MA02557 		N/A   UNRESTRICTED GENERAL 52,500

MARTHA'S VINEYARD MUSEUM INC

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

DANA FARBER CANCER INSTITUTE INC

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

THE SPORTS MUSEUM OF NE INC

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

VINEYARD PRESERVATION TRUST

PO BOX 5277
EDGARTOWN,MA02539 		N/A   UNRESTRICTED GENERAL 31,000

GREEN FARMS ACADEMY

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

WESTPORT EMERGENCY MEDICAL SERVICES

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

RIDGEFIELD ACADEMY

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

NORTH SHORE ANIMAL LEAGUE AMERICA INC

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

BOBBI & THE STRAYS

80-36 COOPER AVENUE
GLENDALE,NY113857727 		N/A   UNRESTRICTED GENERAL 2,500

ASPCA

424 EAST 92ND STREET
NEW YORK,NY10128 		N/A   UNRESTRICTED GENERAL 20,000

FRESH AIR FUND

633 THIRD AVENUE
NEW YORK,NY10017 		N/A   UNRESTRICTED GENERAL 20,500

ANIMAL MEDICAL CENTER

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

BOSTON BRUINS FOUNDATION INC

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

NEIGHBORHOOD HOUSE CLUB

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

ISLAND HOUSING TRUST

PO BOX 851
MOUNT DESERT,ME04660 		N/A   UNRESTRICTED GENERAL 2,000

COLLEGE OF THE ATLANTIC

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

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND STREET
TOPSHAM,ME040861265 		N/A   UNRESTRICTED GENERAL 1,500

MOUNT DESERT LAND & GARDEN PRESERVE

PO BOX 208
SEAL HARBOR,ME04675 		N/A   UNRESTRICTED GENERAL 2,000

JAMIE'S RESCUE

678 NE 67TH STREET
MIAMI,FL331386205 		N/A   UNRESTRICTED GENERAL 2,500

ZIGGY'S HAVEN BIRD SANCTUARY

84 N FLORIDA AVENUE
INVERNESS,FL344531600 		N/A   UNRESTRICTED GENERAL 25,000

VANDERBILT UNIVERSITY MEDICAL CENTER

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

LAKE FOREST COLLEGE

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

TRUE & FAITHFUL PET RESCUE MISSION

266 N JACKSON ROAD
VENICE,FL342922512 		N/A   UNRESTRICTED GENERAL 3,500

FOXCROFT SCHOOL

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

SHARON ELEMENTARY SCHOOL

4330 FOXCROFT ROAD
CHARLOTTE,NC28211 		N/A   ART & TECHNOLOGY ENRICHMENT 10,000

UNIVERSITY OF GEORGIA

1 PRESS PLACE 101
ATHENS,GA306012605 		N/A   UNRESTRICTED GENERAL 7,000

ROLLINS COLLEGE

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

JUPITER MEDICAL CENTER

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

CHRIST MEMORIAL CHURCH

PO BOX 582
HOBE SOUND,FL334750582 		N/A   UNRESTRICTED GENERAL 5,000

TOWN OF MOUNT DESERT COMMUNITY

21 SEA STREET
NORTHEAST HARBOR,ME04662 		N/A   UNRESTRICTED GENERAL 3,500

PALM BEACH PARROT & BIRD RESCUE

10989 165TH ROAD N
JUPITER,FL33478 		N/A   UNRESTRICTED GENERAL 3,500

OPEN TABLE MDI

PO BOX 451
BAR HARBOR,ME04609 		N/A   UNRESTRICTED GENERAL 1,500

ONE PLYMPTON PRESERVATION FOUNDATION

111 COMMERCIAL STREET
PORTLAND,ME14101 		N/A   UNRESTRICTED GENERAL 10,000

HOUSE OF FEATHERS

14728 WIND RIVER DRIVE
WEST PALM BEACH,FL334187926 		N/A   UNRESTRICTED GENERAL 10,000
Total ................................. 3a 317,500
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 ....     14 146,084  
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 ............ 		    18 360,955  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOID INCOME ON USGI 		    1 3,575  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   510,614  
13Total. Add line 12, columns (b), (d), and (e)..................
13
510,614
(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:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 3,700 2,220   1,480

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Name of Bond End of Year Book Value End of Year Fair Market Value
00206RKH4 AT&T INC GLB 8,809 8,770
00287YAW9 ABBVIE INC GLB 4,276 4,346
05526DCC7 BAT CAPITAL CORP COM 4,029 4,167
11135FCK5 BROADCOM INC GLB 5,009 5,080
20030NEQ0 COMCAST CORP COMPANY 5,075 4,938
24703TAN6 DELL INT LLC / EMC C 6,113 6,171
25278XBC2 DIAMONDBACK ENERGY I 4,019 4,111
29278NAE3 ENERGY TRANSFER PART 4,771 4,849
37045XED4 GENERAL MOTORS FINL 6,472 6,478
37940XAY8 GLOBAL PAYMENTS INC 9,016 8,945
38141GWB6 GOLDMAN SACHS GROUP 8,929 8,992
404119CV9 HCA INC COMPANY GUAR 8,752 8,947
46647PAJ5 JPMORGAN CHASE & CO 12,269 12,569
548661ED5 LOWE'S COS INC GLB 4,611 4,710
693475AX3 PNC FINANCIAL SERVIC 11,808 11,916
760759AX8 REPUBLIC SERVICES IN 9,350 9,587
822905AC9 SHELL FINANCE US INC 8,702 8,639
87264ADX0 T-MOBILE USA INC COM 5,043 4,971
90353TAQ3 UBER TECHNOLOGIES IN 4,662 4,768
958667AG2 WESTERN MIDSTREAM OP 5,043 5,036
02557TAE9 AMERICAN ELECTRIC PO 994 993
14040HDJ1 CAPITAL ONE FINANCIA 4,053 4,176
61747YFG5 MORGAN STANLEY SER M 7,138 7,282
808513CH6 CHARLES SCHWAB CORP 5,392 5,450
842587EB9 SOUTHERN CO JRSB SER 9,311 9,393
95000U3P6 WELLS FARGO & COMPAN 4,089 4,142
3140W1D67 FNMA PFA1024 02 50% 20,174 20,940
3140W2CA7 FNMA PFA1864 02 50% 30,602 31,123
3140XNKM5 FNMA PFS6599 03 50% 50,594 52,599
31418ED64 FNMA PMA4624 03% 72,709 75,408
3132DWMS9 FHLMC SD 8469 05 50% 20,224 20,713
0641594A1 BANK OF NOVA SCOTIA 8,753 8,893
78016EZQ3 ROYAL BANK OF CANADA 11,709 11,899
78081BAU7 ROYALTY PHARMA PLC C 4,974 5,025
89114TZN5 TORONTO-DOMINION BAN 11,596 11,774
46647PBA3 JPMORGAN CHASE & CO    
46647PCZ7 JPMORGAN CHASE & CO    
404280AW9 HSBC HOLDINGS PLC GL    
91324PEH1 UNITEDHEALTH GROUP I    
6174468C6 MORGAN STANLEY SER G    
46647PDA1 JPMORGAN CHASE & CO    
46647PDF0 JPMORGAN CHASE & CO    

TY 2025 InvestmentsCorpStockSchedule
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Name of Stock End of Year Book Value End of Year Fair Market Value
30231G102 EXXON MOBIL CORP 92,835 184,722
235851102 DANAHER CORP DEL 37,984 125,906
452308109 ILLINOIS TOOL WORKS 36,826 49,260
666807102 NORTHROP GRUMMAN COR 17,943 171,063
98419M100 XYLEM INC SHS 18,814 95,326
609207105 MONDELEZ INTERNATION 62,123 118,426
742718109 PROCTER & GAMBLE CO 27,599 114,648
58933Y105 MERCK AND CO INC SHS 92,260 147,364
46625H100 JPMORGAN CHASE & CO 92,498 322,220
037833100 APPLE INC 9,612 462,162
594918104 MICROSOFT CORP 70,736 411,077
023135106 AMAZON COM INC COM 42,202 311,607
872540109 TJX COS INC NEW 33,081 140,553
617446448 MORGAN STANLEY 61,710 301,801
00724F101 ADOBE INC SHS 12,021 69,998
81762P102 SERVICENOW INC 21,461 191,488
03027X100 AMERICAN TOWER REIT 48,889 87,785
02079K305 ALPHABET INC SHS 48,895 469,500
922908751 VANGUARD SMALL CAP 317,181 464,310
34959J108 FORTIVE CORP SHS 41,712 49,689
548661107 LOWE'S COMPANIES INC 38,201 120,580
H1467J104 CHUBB LTD 32,363 113,924
17275R102 CISCO SYSTEMS INC 35,920 92,436
92826C839 VISA INC CL A SHRS 55,838 245,497
09857L108 BOOKING HLDGS INC US 23,840 133,883
191216100 COCA COLA COM 85,234 111,856
002824100 ABBOTT LABS 54,870 100,232
98978V103 ZOETIS INC 67,566 100,656
78463V107 SPDR GOLD TRUST 116,497 237,786
45168D104 IDEXX LAB INC DEL $0 35,476 81,184
65339F101 NEXTERA ENERGY INC S 113,604 120,420
277902235 EATON VANCE ATL CAPI 102,818 198,848
099502106 BOOZ ALLEN HAMILTON 111,983 113,886
26875P101 EOG RESOURCES INC 49,230 42,004
969457100 WILLIAMS COMPANIES D 31,999 60,110
92338C103 VERALTO CORP REG SHS 81,465 98,084
922908553 VANGUARD REAL ESTATE 54,257 53,094
74762E102 QUANTA SERVICES INC 127,415 211,030
464287465 ISHARES MSCI EAFE 142,739 168,053
46434G848 ISHARES MSCI GLOBAL 84,531 101,910
750940108 RALLIANT CORP REG SH 13,609 15,273
11135F101 BROADCOM INC 70,272 147,093
67066G104 NVIDIA 70,288 123,090

TY 2025 InvestmentsGovtObligationsSch
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
US Government Securities - End of Year Book Value:

485,832
US Government Securities - End of Year Fair Market Value:

486,088
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 OtherDecreasesSchedule
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Description Amount
INCOME ADJUSTMENT 64
ADJUST CARRYING VALUE 255
TYE SALE ADJUSTMENT 183
ACCRUED INTEREST 237


TY 2025 OtherExpensesSchedule
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AG FILING FEE 70 0   70


TY 2025 OtherIncomeSchedule2
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OID INCOME ON USGI 3,575 3,575  


TY 2025 OtherProfessionalFeesSchedule
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANTMAKING FEES 19,812     19,812


TY 2025 TaxesSchedule
Name:
THE HOWARD JOHNSON FOUNDATION
EIN:
04-6060965
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - PRIOR YEAR 1,591 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,816 0   0
FOREIGN TAXES ON QUALIFIED FOR 385 385   0
FOREIGN TAXES ON NONQUALIFIED 9 9   0