2025-07-10T16:51:00-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 255 E RIVER PARK CIRCLE STE 220 FRESNO CA 93720 990PF 2024-01-01 262411742 THE RICHARD & ALTHEA JOHANSON FAMILY FOUNDATION RICH 5592990184 PO BOX 55003 FRESNO CA 93747 LARRY JOHANSON PRESIDENT 5592990184 2025-07-10 1 0 CHRISTOPHER B MORSE P00448835 5593895700 2025-07-10 2024 2025-03-06 01:10:19Z X 2070490 X 0 X 14699 14699 59546 59546 -4392 512047 0 69853 74245 0 0 0 1110 0 0 17565 0 0 318 0 0 3469 0 0 22462 0 0 60000 60000 82462 0 60000 -12609 74245 1946979 2070490 2070490 1946979 2070490 2070490 0 0 X 0 0 0 0 1946979 2070490 1946979 2070490 1946979 2070490 1946979 -12609 136120 2070490 0 2070490 FIDELITY GOVERNMENT PORTFOLIO INSTITUTIONAL 2024-09-18 2024-10-22 60000 60000 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2023-10-02 2024-09-16 551 551 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2023-11-01 2024-09-16 573 573 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2023-12-01 2024-09-16 559 558 1 1 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2023-12-21 2024-09-16 3 3 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2024-01-02 2024-09-16 579 579 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2024-02-01 2024-09-16 576 576 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2024-03-01 2024-09-16 525 525 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2024-04-01 2024-09-16 527 527 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2024-05-01 2024-09-16 512 512 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2024-06-03 2024-09-16 530 530 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2024-07-01 2024-09-16 515 515 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2024-08-01 2024-09-16 534 534 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2024-09-03 2024-09-16 536 536 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2024-09-16 2024-09-16 257 257 0 0 JP MORGAN CHASE FINANCIAL MEDIUM TERM NOTE 2022-09-15 2024-09-16 50000 50000 0 0 RTX CORPORATION SR UNSECURED 2022-09-15 2024-12-16 50000 50000 0 0 SOLVENTUM CORP 2020-03-18 2024-04-01 6 7 -1 -1 SOLVENTUM CORP 2022-08-19 2024-04-01 11 14 -3 -3 SOLVENTUM CORP 2022-09-15 2024-04-01 10 11 -1 -1 SOLVENTUM CORP 2023-01-30 2024-04-01 7 7 0 0 SOLVENTUM CORP 2020-03-18 2024-04-02 736 906 -170 -170 SOLVENTUM CORP 2022-08-19 2024-04-02 1308 1775 -467 -467 SOLVENTUM CORP 2022-09-15 2024-04-02 1227 1351 -124 -124 SOLVENTUM CORP 2023-01-30 2024-04-02 818 872 -54 -54 US TREASURY NOTES 2023-01-30 2024-02-29 100000 100000 0 0 US TREASURY NOTES 2023-01-30 2024-09-03 50000 50000 0 0 WARNER BROS DISCOVERY INC SER A 2020-03-18 2024-08-30 606 2338 -1732 -1732 WARNER BROS DISCOVERY INC SER A 2022-06-30 2024-08-30 1724 2961 -1237 -1237 WARNER BROS DISCOVERY INC SER A 2022-09-15 2024-08-30 2329 3932 -1603 -1603 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2023-01-05 2024-02-21 10000 10001 -1 -1 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2023-01-05 2024-09-16 110176 110176 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2023-02-01 2024-09-16 1309 1310 -1 -1 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2023-03-01 2024-09-16 707 707 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2023-04-03 2024-09-16 685 685 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2023-05-01 2024-09-16 487 487 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2023-06-01 2023-09-16 527 526 1 1 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2023-07-03 2024-09-16 519 519 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2023-08-01 2024-09-16 544 544 0 0 GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS 2023-09-01 2024-09-16 565 564 1 1 FEDERATED HERMES INSTITUTIONAL PRIME 2022-08-19 2024-10-22 60000 59970 30 30 CAPITAL GAINS DIVIDENDS P 969 969 969 -4392 1032 0 1032 0 1032 0 0 1032 0 1032 55 55 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A LARRY JOHANSON 5592990184 PO BOX 55003 FRESNO CA 93747 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD A JOHANSON 2312 DAWSON COVE LANE CLOVIS CA 93611 PRESIDENT AND DIRECTOR 0.50 0 0 0 LARRY P JOHANSON 364 N MAINE AVENUE FRESNO CA 93727 CFO AND DIRECTOR 0.50 0 0 0 GALE ANN JOHANSON GOMES 2988 ENTERPRISE AVENUE CLOVIS CA 93619 SECRETARY AND DIRECTOR 0.50 0 0 0 JANICE L SPICER PO BOX 55003 FRESNO CA 93747 DIRECTOR 0.50 0 0 0 RICHARD A ROUSH 7640 N MARKS FRESNO CA 93711 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 0 2052901 0 2052901 0 0 2052901 30794 2022107 101105 101105 1032 1032 100073 0 100073 0 100073 60000 0 60000 100073 0 0 34555 4243 2534 41332 60000 0 0 0 60000 0 40073 40073 1259 0 0 0 0 0 0 0 1259 1259 RICHARD A JOHANSON RICHARD A JOHANSON 2312 DAWSON COVE LANE CLOVIS CA 936115996 5592990184 THE FOUNDATION WILL REQUIRE ALL ORGANIZATIONS REQUESTING GRANTS FROM THE FOUNDATION TO SUBMIT A WRITTEN GRANT PROPOSAL TO THE FOUNDATION. THE PROPOSAL SHOULD INCLUDE (1) INFORMATION ABOUT THE ORGANIZATION (2) PROOF OF THE ORGANIZATION'S STATUS AS A 501 (C) (3) ORGANIZATION (3) A DESCRIPTION FOR WHAT PURPOSES THE GRANT FUNDS ARE TO BE USED, AND (4) DISCLOSURE OF ANY RELATIONSHIPS BETWEEN THE ORGANIZATION AND ANY OFFICER, DIRECTOR, EMPLOYEE OR INDEPENDENT CONTRACTOR OF THE FOUNDATION. NO EACH RECIPIENT ORGANIZATION WILL BE REQUIRED TO SUBMIT TO THE FOUNDATION QUARTERLY WRITTEN ACCOUNTINGS OF HOW THE GRANT FUNDS ARE BEING USED UNTIL ALL GRANT FUNDS HAVE BEEN EXPENDED BY THE RECIPIENT ORGANIZATION, AT WHICH TIME A FINAL WRITTEN ACCOUNTING WILL BE REQUIRED. FRESNO STATE FOUNDATION 4910 N CHESTNUT AVE FRESNO CA 93726 NONE PC ONGOING CAMPAIGN 50000 VALLEY CAREGIVER RESOURCE CENTER 5363 N FRESNO ST FRESNO CA 93710 NONE PC ONGOING CAMPAIGN 10000 60000 0 14 14699 14 59546 14 969 -5361 0 75214 -5361 69853 8 SHORT TERM AND LONG TERM SALE OF SECURITIES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1110 0 0 MISCELLANEOUS FEES 3469 0 0 UNREALIZED GAIN/LOSS 136120 ADVISOR FEES 17565 0 0 FOREIGN WITHHOLDING 318 0 0