Nonprofit · EIN 13-3748062
SUZANNE M NORA JOHNSON AND DAVID G JOHNSON FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990-PF | $7,973,294 | $2,555,200 | $5,418,094 | $14,753,464 | $0 | $14,753,464 |
| January 31, 2024 | 990-PF | $523,458 | $765,704 | -$242,246 | $11,760,998 | $0 | $11,760,998 |
Financial details: 990-PF for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $3,520,173
- Dividends
- $430,859
- Interest
- $25,584
- Net gain from sales of assets
- $3,974,623
- Other income
- $22,055
Expenses
- Grants and similar amounts paid
- $2,441,080
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,442,930
- Excise tax on investment income
- $60,949
Balance sheet and other
- Total assets, start of year
- $11,760,998
- Total assets, end of year
- $14,753,464
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,753,464
- Fair market value of assets
- $24,634,758
- Qualifying distributions
- $2,442,930
- Net investment income
- $4,453,121
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZANNE M NORA JOHNSON 4000 MacArthur Boulevard Ste 1000, Newport Beach, CA 92660 | TRUSTEE | 1 | $0 |
| DAVID G JOHNSON 4000 MacArthur Boulevard Ste 1000, Newport Beach, CA 92660 | TRUSTEE | 1 | $0 |
990-PF for the year ended January 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZANNE M NORA JOHNSON 4000 MacArthur Boulevard Ste 1000, Newport Beach, CA 92660 | TRUSTEE | 1 | $0 |
| DAVID G JOHNSON 4000 MacArthur Boulevard Ste 1000, Newport Beach, CA 92660 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4000 MACARTHUR BLVD STE 1000, NEWPORT BEACH, CA 92660-2544
- In care of
- % GOLDMAN SACHS AYCO
- Signed the 990-PF
- Suzanne Nora Johnson, TRUSTEE
- Phone
- (949) 794-4841
- Return prepared by
- ERNST & YOUNG US LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 13-3748062 or by the name SUZANNE M NORA JOHNSON AND DAVID G JOHNSON FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3748062
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1994
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $14,753,464
- Income (IRS master file)
- $9,268,303
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2025 | $7,973,294 | $2,555,200 | $14,753,464 | XML |
| 990-PF | January 2024 | $523,458 | $765,704 | $11,760,998 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3748062).
Questions about SUZANNE M NORA JOHNSON AND DAVID G JOHNSON FOUNDATION
- What is the EIN of SUZANNE M NORA JOHNSON AND DAVID G JOHNSON FOUNDATION?
- The employer identification number (EIN) of SUZANNE M NORA JOHNSON AND DAVID G JOHNSON FOUNDATION is 13-3748062.
- Is SUZANNE M NORA JOHNSON AND DAVID G JOHNSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to SUZANNE M NORA JOHNSON AND DAVID G JOHNSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUZANNE M NORA JOHNSON AND DAVID G JOHNSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUZANNE M NORA JOHNSON AND DAVID G JOHNSON FOUNDATION due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUZANNE M NORA JOHNSON AND DAVID G JOHNSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2025.
- Who are the officers and directors of SUZANNE M NORA JOHNSON AND DAVID G JOHNSON FOUNDATION?
- The 990-PF for the year ended January 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SUZANNE M NORA JOHNSON AND DAVID G JOHNSON FOUNDATION have?
- On its 990-PF for the year ended January 31, 2025 it reported revenue of $7,973,294, expenses of $2,555,200 and total assets of $14,753,464 at year end.
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