Skip to content
Nonprofiteer
← FORREST & LENA JOHNSON MEMORIAL FOUNDATION

Form 990 for tax year 2023

Filed by FORREST & LENA JOHNSON MEMORIAL FOUNDATION.

Totals

Total revenue
$159,046
Total expenses
$90,399
Contributions and grants received
$0
Grants paid
$73,837
Program service revenue
$0
Investment income
$159,046
Other revenue
$0
Total assets, end of year
$1,051,595
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,051,595
Program services expenses (Part IX)
$75,837
Management and general expenses
$14,562
Fundraising expenses
$0
Program service expenses (Part III)
$75,837

Program services were 83.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $33,335 · related or exempt $33,335

  • 7a · Gross sales of assets other than inventory

    securities $192,897

  • 7b · Less cost or other basis and sales expenses

    securities $67,186

  • 7c · Gain or loss

    securities $125,711

  • 7d · Net gain or loss

    total $125,711 · related or exempt $125,711

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $73,837 · program services $73,837

  • 5 · Compensation of officers, directors and key employees

    total $4,000 · program services $2,000 · management and general $2,000

  • 11c · Fees: accounting

    total $2,592 · management and general $2,592

  • 19 · Conferences, conventions and meetings

    total $84 · management and general $84

  • 24a · Other expenses: INVESTMENT ADVISORY FEE

    total $9,886 · management and general $9,886

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,316 · end of year $1,641

  • 2 · Savings and temporary cash investments

    beginning of year $9,327 · end of year $66,091

  • 11 · Investments: publicly traded securities

    beginning of year $965,305 · end of year $983,863

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $982,948 · end of year $1,051,595

Mission and programs · 2023

Mission

FINANCIAL SUPPORT OF CATHOLIC EDUCATION

  • FINANCIAL SUPPORT OF CATHOLIC EDUCATION

    Expenses $75,837 · Grants $73,837

As filed on the 2023 return.

Listed in Part VII

  • Dr Matthew Kuluz

    DIRECTOR

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Dr Munson Hinman

    DIRECTOR

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Michael Turner

    DIRECTOR

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Brian Sanderson

    DIRECTOR

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202541329349306219

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.