2025-11-14T06:49:53-05:00 2024-12-31 270559748 THOMPSON WHITLOCK PLLC 801 EAST BLVD STE 100 CHARLOTTE NC 28203 990PF 2024-01-01 463177124 JOHNSON WD AND SC FAMILY FOUNDATION JOHN 8003523705 615 STATE STREET SUITE 301 KNOXVILLE TN 37902 SALLY C JOHNSON MD CHAIRMAN & PRESIDENT 8003523705 2025-11-13 true true MICHAEL A SPITTLE P00835098 7043351450 2025-11-14 2024 2025-03-06 01:10:19Z X 9405427 X X 22733 22733 196833 196833 1096515 2711741 1096515 1316081 1316081 29867 29867 5555 35422 29867 0 730000 730000 765422 29867 730000 550659 1286214 479558 424828 424828 3479801 3737783 4577373 3665813 4013220 4403226 7625172 8175831 9405427 0 X 7625172 8175831 7625172 8175831 7625172 8175831 7625172 550659 8175831 8175831 1025.SH APPLE INC P 2019-09-20 2024-03-04 184609 61199 123410 123410 1224.SH APPLE INC P 2020-01-06 2024-07-25 267204 91559 175645 175645 540.SH BROADCOM INC P 2020-05-21 2024-07-25 83252 14910 68342 68342 94.SH ELI LILLY & CO COM P 2020-02-27 2024-07-25 81107 12339 68768 68768 346.SH ISHARES CORE S&P 500 ETF P 2021-12-23 2024-03-04 176565 163900 12665 12665 8242.SH ISHARES PREFERRED & INCOME S P 2024-02-29 2024-08-12 259664 265117 -5453 -5453 296.SH MICROSOFT CORP P 2019-09-20 2024-07-25 127009 41256 85753 85753 7114.936SH NEUBERGER BERMAN LONG SH P 2020-08-24 2024-07-25 127073 114124 12949 12949 116.SH NIVIDIA CORP P 2019-09-20 2024-03-04 91898 5213 86685 86685 2800.SH NIVIDIA CORP P 2020-01-06 2024-07-25 325366 16636 308730 308730 1237.966SH PRINCIPAL MIDCAP FUND R6 P 2019-04-04 2024-07-25 52366 34019 18347 18347 45471.003SH PRINCIPAL PREFERRED SEC P 2014-02-07 2024-03-01 406965 450000 -43035 -43035 195.SH TESLA, INC P 2019-09-20 2024-03-04 39158 3134 36024 36024 350000. US TREASURY BILL P 2024-06-03 2024-11-14 341820 341820 1096515 -5453 17878 17878 17878 5600 20000 25600 7722 7722 false false false false false false false true true TN true false false false false true N/A WELLS FARGO BANK NA 8003523705 100 NORTH MAIN ST D4001-065 WINSTONSALEM NC 27101 false false false false false false false false false false false false false false false false false false false false false SALLY C JOHNSON MD 615 STATE ST 301 KNOXVILLE TN 37902 CHAIRMAN & P 1.00 0 0 0 WILLIAM D JOHNSON 615 STATE ST 301 KNOXVILLE TN 37902 VICE CHAIRMA 1.00 0 0 0 HANNAH J ONG 4921 POWDER MILL ROAD BELTSVILLE MD 20705 SECRETARY 1.00 0 0 0 EMLYN P JOHNSON 1923 S ARCADIA DRIVE SPRINGFIELD MO 65804 TREASURER 1.00 0 0 0 NONE NONE N/A 9026870 299349 0 9326219 9326219 139893 9186326 459316 459316 17878 17878 441438 441438 441438 730000 730000 441438 357372 2022 360305 730000 357372 360305 12323 429115 SALLY C JOHNSON MD WILLIAM D JOHNSON NONE X BIG EARS FESTIVAL 900 S GAY ST SUITE 1001 KNOXVILLE TN 379021840 GENERAL OPERATING EXPENSES 100000 BLUE AND RED SANTA PROJECT PO BOX 579 CULPEPER VA 22701 GENERAL SUPPORT 20000 CAROLINA PERFORMING ARTS 114 E CAMERON AVE CHAPEL HILL NC 27514 STUDENT ENSEMBLE 125000 EASTMAN SCHOOL OF MUSIC 26 GIBBS ST ROCHESTER NY 14604 SCHOLARSHIP FUNDS 175000 FOOD BANK OF CENTRAL & EASTERN NC 1924 CAPITAL BLVD RALEIGH NC 276042147 GENERAL OPERATING SUPPORT 20000 HOPEWAY FOUNDATION 1717 SHARON RD W CHARLOTTE NC 28210 MENTAL HEALTH PROGRAMS 75000 LUNA COMPOSITION LAB 225 W 34TH ST FLOOR 9 NEW YORK NY 10122 FELLOWSHIP SUPPORT 35000 SECOND HARVEST FOOD BANK OF EAST TN 136 HARVEST LN MARYVILLE TN 37801 GENERAL OPERATING SUPPORT 20000 SPHINX ORGANIZATION 2200 HUNT ST STE 461 DETROIT MI 482073210 COMMISSIONING SUPPORT 20000 SUSANNAH'S HOUSE INC 923 DAMERON AVE KNOXVILLE TN 37921 GENERAL OPERATIONS 20000 UNC AT CHAPEL HILL SCHOOL OF LAW PO BOX 2200 CHAPEL HILL NC 27599 SCHOLARSHIP FUND 85000 FEEDING GREENE INC PO BOX 13 STANDARDSVILLE VA 22973 GENERAL OPERATING SUPPORT 10000 MARBLES KIDS MUSEUM 201 E HARGETT ST RALEIGH NC 27601 EXPANSION PROJECT 15000 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 200906538 GENERAL OPERATING SUPPORT 10000 730000 14 22733 14 196833 18 1096515 1316081 1316081 false false false false false false false false false false UNDER REGULATION SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO HAVE DISTRIBUTIONS MADE DURING 2024 TAX YEAR BE MADE FIRST FROM 2023 DISTRIBUTIONS OF 357,372 AND THEN FROM TAX YEAR 2022 OF 360,305 AND THEN THE REST FROM 2024 SEE PART XII OF FORM 990PF FOR DETAILS. BAIRD AGGREGATE BOND FUND 670802 661186 METROPOLITAN WEST TOTAL RETURN BOND 654491 655005 PRINCIPAL PREFERRED SECURITIES FUND 260000 261712 VANGUARD SHORT-TERM INVESTMENT GRADE 149705 153120 TCW EMERGING MARKETS INCOME FUND CL 421903 369154 ISHARES CORE S&P 500 ETF 1316380 1707172 VANGUARD MIDCAP VIPER 539939 595877 DODGE & COX STOCK FUND 754232 823570 FULLERTHALER BEHAVIORAL SMALL-CAP EQ 242474 442451 HARBOR CAPITAL APPRECIATION FUND 264139 416437 ISHARES RUSSELL 1000 GROWTH ETF 320550 473061 PRINCIPAL MIDCAP FUND 372043 579358 FIDELITY INTERNATIONAL INDEX FUND 833648 865659 INVESCO OPPENHEIMER DEVELOPING MKTS 217749 214980 NEUBERGER BERMAN LONG SHORT FUND 165344 193280 PIMCO COMMODITY REAL RETURN STRATEGY 567604 568577 TESLA, INC ELI LILLY & CO APPLE INC BROADCOM INC MICROSOFT NVIDIA CORP WELLS FARGO - MGMT FEES 29867 29867 FEDERAL ESTIMATED TAX PAYMENT 5555